Avantax Planning Partners’s Aptiv APTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-392	Closed	-$33K	–	333
2018 Q3	$33K	Buy	+392	New	+$35.8K	﹤0.01%	577
2018 Q2	–	Sell	-432	Closed	-$37K	–	313
2018 Q1	$37K	Buy	+432	New	+$39.2K	﹤0.01%	588

Other funds holding APTV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Avantax Planning Partners sold out of Aptiv (APTV) in Q4 2018, closing a stake of 392 shares — an estimated $33K sold.

Avantax Planning Partners first reported a position in APTV in Q1 2018 and held it in 2 quarters. The position peaked at $37K in Q1 2018. 604 funds tracked by Wall St. Rank hold APTV as of Q4 2018.

Avantax Planning Partners reported no remaining Aptiv position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 392 Aptiv shares in Q4 2018, an estimated $33K.
Avantax Planning Partners first reported a position in Aptiv in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Aptiv position peaked at $37K in Q1 2018.
604 funds tracked by Wall St. Rank held Aptiv as of Q4 2018.

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