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Avantax Planning Partners’s Brunswick BC Stock Holding History

Avantax Planning Partners’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-245
Closed -$16K – 368
2018
Q3 		$16K Buy
+245
New +$16.2K ﹤0.01% 750
2018
Q2 		– Sell
-248
Closed -$15K – 357
2018
Q1 		$15K Buy
+248
New +$14.7K ﹤0.01% 880

Other funds holding BC

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Avantax Planning Partners sold out of Brunswick (BC) in Q4 2018, closing a stake of 245 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in BC in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 341 funds tracked by Wall St. Rank hold BC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Brunswick position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 245 Brunswick shares in Q4 2018, an estimated $16K.
  • Avantax Planning Partners first reported a position in Brunswick in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Brunswick position peaked at $16K in Q3 2018.
  • 341 funds tracked by Wall St. Rank held Brunswick as of Q4 2018.

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