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Avantax Planning Partners’s Associated Banc-Corp ASB Stock Holding History

Avantax Planning Partners’s Portfolio ASB Stock Details ASB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-771
Closed -$20K – 341
2018
Q3 		$20K Buy
+771
New +$21.1K ﹤0.01% 698
2018
Q2 		– Sell
-771
Closed -$19K – 323
2018
Q1 		$19K Buy
+771
New +$19.6K ﹤0.01% 784

Other funds holding ASB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avantax Planning Partners sold out of Associated Banc-Corp (ASB) in Q4 2018, closing a stake of 771 shares — an estimated $20K sold.

Avantax Planning Partners first reported a position in ASB in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 263 funds tracked by Wall St. Rank hold ASB as of Q4 2018.

  • Avantax Planning Partners reported no remaining Associated Banc-Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 771 Associated Banc-Corp shares in Q4 2018, an estimated $20K.
  • Avantax Planning Partners first reported a position in Associated Banc-Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Associated Banc-Corp position peaked at $20K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q4 2018.

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