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BCPC

Avantax Planning Partners’s Balchem Corp BCPC Stock Holding History

Avantax Planning Partners’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-165
Closed -$13K – 1544
2018
Q1 		$13K Buy
+165
New +$13K ﹤0.01% 948

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Avantax Planning Partners sold out of Balchem Corp (BCPC) in Q2 2018, closing a stake of 165 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in BCPC in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 230 funds tracked by Wall St. Rank hold BCPC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Balchem Corp position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 165 Balchem Corp shares in Q2 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Balchem Corp in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Balchem Corp position peaked at $13K in Q1 2018.
  • 230 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2018.

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