Avantax Planning Partners’s BlackBerry BB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-107	Closed	-$1K	–	365
2018 Q3	$1K	Buy	+107	New	+$1.09K	﹤0.01%	1402
2018 Q2	–	Sell	-20	Closed	–	–	354
2018 Q1	$0	Buy	+20	New	+$254	﹤0.01%	1819

Other funds holding BB

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

DLPIC

Davide Leone & Partners Investment Company London, United Kingdom $49M AUM 43.06% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

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

Avantax Planning Partners sold out of BlackBerry (BB) in Q4 2018, closing a stake of 107 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in BB in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 258 funds tracked by Wall St. Rank hold BB as of Q4 2018.

Avantax Planning Partners reported no remaining BlackBerry position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 107 BlackBerry shares in Q4 2018, an estimated $1K.
Avantax Planning Partners first reported a position in BlackBerry in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's BlackBerry position peaked at $1K in Q3 2018.
258 funds tracked by Wall St. Rank held BlackBerry as of Q4 2018.

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