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Avantax Planning Partners’s Bunge Global BG Stock Holding History

Avantax Planning Partners’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$3K – 375
2018
Q3 		$3K Buy
+50
New +$3.3K ﹤0.01% 1235
2018
Q2 		– Sell
-58
Closed -$4K – 368
2018
Q1 		$4K Buy
+58
New +$4.38K ﹤0.01% 1395

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Avantax Planning Partners sold out of Bunge Global (BG) in Q4 2018, closing a stake of 50 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in BG in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 386 funds tracked by Wall St. Rank hold BG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Bunge Global position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 50 Bunge Global shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Bunge Global in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Bunge Global position peaked at $4K in Q1 2018.
  • 386 funds tracked by Wall St. Rank held Bunge Global as of Q4 2018.

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