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AXE

Avantax Planning Partners’s Anixter International Inc AXE Stock Holding History

Avantax Planning Partners’s Portfolio AXE Stock Details AXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-41
Closed -$3K – 1379
2018
Q3 		$3K Buy
+41
New +$2.87K ﹤0.01% 1305
2018
Q2 		– Sell
-270
Closed -$20K – 1727
2018
Q1 		$20K Buy
+270
New +$21K ﹤0.01% 781

Other funds holding AXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Anixter International Inc (AXE) in Q4 2018, closing a stake of 41 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in AXE in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2018. 213 funds tracked by Wall St. Rank hold AXE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Anixter International Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 41 Anixter International Inc shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Anixter International Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Anixter International Inc position peaked at $20K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held Anixter International Inc as of Q4 2018.

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