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BHBK

Avantax Planning Partners’s Blue Hills Bancorp, Inc. BHBK Stock Holding History

Avantax Planning Partners’s Portfolio BHBK Stock Details BHBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-65
Closed -$1K – 1781
2018
Q1 		$1K Buy
+65
New +$1.31K ﹤0.01% 1799

Other funds holding BHBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Planning Partners sold out of Blue Hills Bancorp, Inc. (BHBK) in Q2 2018, closing a stake of 65 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in BHBK in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 97 funds tracked by Wall St. Rank hold BHBK as of Q2 2018.

  • Avantax Planning Partners reported no remaining Blue Hills Bancorp, Inc. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 65 Blue Hills Bancorp, Inc. shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Blue Hills Bancorp, Inc. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Blue Hills Bancorp, Inc. position peaked at $1K in Q1 2018.
  • 97 funds tracked by Wall St. Rank held Blue Hills Bancorp, Inc. as of Q2 2018.

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