Avantax Planning Partners’s Blackbaud BLKB Stock Holding History

Avantax Planning Partners’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-51	Closed	-$5K	–	391
2018 Q1	$5K	Buy	+51	New	+$5.09K	﹤0.01%	1307

Other funds holding BLKB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Avantax Planning Partners sold out of Blackbaud (BLKB) in Q2 2018, closing a stake of 51 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in BLKB in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 269 funds tracked by Wall St. Rank hold BLKB as of Q2 2018.

Avantax Planning Partners reported no remaining Blackbaud position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 51 Blackbaud shares in Q2 2018, an estimated $5K.
Avantax Planning Partners first reported a position in Blackbaud in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Blackbaud position peaked at $5K in Q1 2018.
269 funds tracked by Wall St. Rank held Blackbaud as of Q2 2018.

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