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Avantax Planning Partners’s Bread Financial BFH Stock Holding History

Avantax Planning Partners’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15
Closed -$3K – 374
2018
Q3 		$3K Buy
+15
New +$2.83K ﹤0.01% 1234
2018
Q2 		– Sell
-55
Closed -$9K – 367
2018
Q1 		$9K Buy
+55
New +$10.7K ﹤0.01% 1086

Other funds holding BFH

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of Bread Financial (BFH) in Q4 2018, closing a stake of 15 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in BFH in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 544 funds tracked by Wall St. Rank hold BFH as of Q4 2018.

  • Avantax Planning Partners reported no remaining Bread Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 15 Bread Financial shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Bread Financial in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Bread Financial position peaked at $9K in Q1 2018.
  • 544 funds tracked by Wall St. Rank held Bread Financial as of Q4 2018.

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