Avantax Planning Partners’s AMERISAFE AMSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-89	Closed	-$5K	–	298
2018 Q1	$5K	Buy	+89	New	+$5.2K	﹤0.01%	1301

Other funds holding AMSF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Avantax Planning Partners sold out of AMERISAFE (AMSF) in Q2 2018, closing a stake of 89 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in AMSF in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 158 funds tracked by Wall St. Rank hold AMSF as of Q2 2018.

Avantax Planning Partners reported no remaining AMERISAFE position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 89 AMERISAFE shares in Q2 2018, an estimated $5K.
Avantax Planning Partners first reported a position in AMERISAFE in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's AMERISAFE position peaked at $5K in Q1 2018.
158 funds tracked by Wall St. Rank held AMERISAFE as of Q2 2018.

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