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Avantax Planning Partners’s Banco de Chile BCH Stock Holding History

Avantax Planning Partners’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-207
Closed -$6K – 369
2018
Q3 		$6K Buy
+207
New +$6.2K ﹤0.01% 1013
2018
Q2 		– Sell
-503
Closed -$16K – 359
2018
Q1 		$16K Buy
+503
New +$16.7K ﹤0.01% 857

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Dimensional Fund Advisors
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Avantax Planning Partners sold out of Banco de Chile (BCH) in Q4 2018, closing a stake of 207 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in BCH in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 75 funds tracked by Wall St. Rank hold BCH as of Q4 2018.

  • Avantax Planning Partners reported no remaining Banco de Chile position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 207 Banco de Chile shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Banco de Chile in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Banco de Chile position peaked at $16K in Q1 2018.
  • 75 funds tracked by Wall St. Rank held Banco de Chile as of Q4 2018.

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