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Avantax Planning Partners’s Biglari Holdings Class B BH Stock Holding History

Avantax Planning Partners’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-8
Closed -$2K – 372
2018
Q1 		$2K Buy
+8
New +$2.21K ﹤0.01% 1581

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

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

Avantax Planning Partners sold out of Biglari Holdings Class B (BH) in Q2 2018, closing a stake of 8 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in BH in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 81 funds tracked by Wall St. Rank hold BH as of Q2 2018.

  • Avantax Planning Partners reported no remaining Biglari Holdings Class B position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 8 Biglari Holdings Class B shares in Q2 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Biglari Holdings Class B in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Biglari Holdings Class B position peaked at $2K in Q1 2018.
  • 81 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q2 2018.

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