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Avantax Planning Partners’s Brixmor Property Group BRX Stock Holding History

Avantax Planning Partners’s Portfolio BRX Stock Details BRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-244
Closed -$4K – 404
2018
Q3 		$4K Buy
+244
New +$4.31K ﹤0.01% 1144
2018
Q2 		– Sell
-423
Closed -$6K – 406
2018
Q1 		$6K Buy
+423
New +$6.75K ﹤0.01% 1247

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

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

Avantax Planning Partners sold out of Brixmor Property Group (BRX) in Q4 2018, closing a stake of 244 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in BRX in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 286 funds tracked by Wall St. Rank hold BRX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Brixmor Property Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 244 Brixmor Property Group shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Brixmor Property Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Brixmor Property Group position peaked at $6K in Q1 2018.
  • 286 funds tracked by Wall St. Rank held Brixmor Property Group as of Q4 2018.

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