APP
ARDC

Avantax Planning Partners’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Avantax Planning Partners’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,793
Closed -$28K – 335
2018
Q3 		$28K Buy
+1,793
New +$28.5K ﹤0.01% 621

Other funds holding ARDC

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Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Planning Partners sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q4 2018, closing a stake of 1,793 shares — an estimated $28K sold.

Avantax Planning Partners first reported a position in ARDC in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 63 funds tracked by Wall St. Rank hold ARDC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Are Dynamic Credit Allocation Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,793 Are Dynamic Credit Allocation Fund shares in Q4 2018, an estimated $28K.
  • Avantax Planning Partners first reported a position in Are Dynamic Credit Allocation Fund in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Are Dynamic Credit Allocation Fund position peaked at $28K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q4 2018.

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