Avantax Planning Partners’s Ally Financial ALLY Stock Holding History

Avantax Planning Partners’s Portfolio ALLY Stock Details ALLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,071	Closed	-$55K	–	312
2018 Q3	$55K	Buy	+2,071	New	+$56.2K	﹤0.01%	460
2018 Q2	–	Sell	-222	Closed	-$6K	–	283
2018 Q1	$6K	Buy	+222	New	+$6.37K	﹤0.01%	1240

Other funds holding ALLY

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avantax Planning Partners's ALLY Position: Q4 2018 in Review

Avantax Planning Partners sold out of Ally Financial (ALLY) in Q4 2018, closing a stake of 2,071 shares — an estimated $55K sold.

Avantax Planning Partners first reported a position in ALLY in Q1 2018 and held it in 2 quarters. The position peaked at $55K in Q3 2018. 413 funds tracked by Wall St. Rank hold ALLY as of Q4 2018.

Avantax Planning Partners reported no remaining Ally Financial position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,071 Ally Financial shares in Q4 2018, an estimated $55K.
Avantax Planning Partners first reported a position in Ally Financial in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Ally Financial position peaked at $55K in Q3 2018.
413 funds tracked by Wall St. Rank held Ally Financial as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.