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BIG

Avantax Planning Partners’s Big Lots, Inc. BIG Stock Holding History

Avantax Planning Partners’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-26
Closed -$1K – 1564
2018
Q1 		$1K Buy
+26
New +$1.42K ﹤0.01% 1779

Other funds holding BIG

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avantax Planning Partners sold out of Big Lots, Inc. (BIG) in Q2 2018, closing a stake of 26 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in BIG in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 282 funds tracked by Wall St. Rank hold BIG as of Q2 2018.

  • Avantax Planning Partners reported no remaining Big Lots, Inc. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 26 Big Lots, Inc. shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Big Lots, Inc. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Big Lots, Inc. position peaked at $1K in Q1 2018.
  • 282 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q2 2018.

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