APP
AOD

Avantax Planning Partners’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Avantax Planning Partners’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-600
Closed -$5K – 326
2018
Q3 		$5K Buy
+600
New +$5.3K ﹤0.01% 1070
2018
Q2 		– Sell
-600
Closed -$5K – 306
2018
Q1 		$5K Buy
+600
New +$5.68K ﹤0.01% 1303

Other funds holding AOD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

Avantax Planning Partners sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q4 2018, closing a stake of 600 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in AOD in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 107 funds tracked by Wall St. Rank hold AOD as of Q4 2018.

  • Avantax Planning Partners reported no remaining abrdn Total Dynamic Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 600 abrdn Total Dynamic Dividend Fund shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in abrdn Total Dynamic Dividend Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's abrdn Total Dynamic Dividend Fund position peaked at $5K in Q3 2018.
  • 107 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q4 2018.

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