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Avantax Planning Partners’s Allison Transmission ALSN Stock Holding History

Avantax Planning Partners’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-42
Closed -$2K – 285
2018
Q1 		$2K Buy
+42
New +$1.74K ﹤0.01% 1576

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Planning Partners's ALSN Position: Q2 2018 in Review

Avantax Planning Partners sold out of Allison Transmission (ALSN) in Q2 2018, closing a stake of 42 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in ALSN in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 325 funds tracked by Wall St. Rank hold ALSN as of Q2 2018.

  • Avantax Planning Partners reported no remaining Allison Transmission position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 42 Allison Transmission shares in Q2 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Allison Transmission in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Allison Transmission position peaked at $2K in Q1 2018.
  • 325 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.