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Avantax Planning Partners’s Atlantic Union Bankshares AUB Stock Holding History

Avantax Planning Partners’s Portfolio AUB Stock Details AUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-387
Closed -$14K – 333
2018
Q1 		$14K Buy
+387
New +$14.6K ﹤0.01% 907

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State Street
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Bank of New York Mellon
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VNIM
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of Atlantic Union Bankshares (AUB) in Q2 2018, closing a stake of 387 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in AUB in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 198 funds tracked by Wall St. Rank hold AUB as of Q2 2018.

  • Avantax Planning Partners reported no remaining Atlantic Union Bankshares position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 387 Atlantic Union Bankshares shares in Q2 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in Atlantic Union Bankshares in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Atlantic Union Bankshares position peaked at $14K in Q1 2018.
  • 198 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2018.

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