APP
CAJ

Avantax Planning Partners’s Canon, Inc. CAJ Stock Holding History

Avantax Planning Partners’s Portfolio CAJ Stock Details CAJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-115
Closed -$4K – 1289
2018
Q3 		$4K Buy
+115
New +$3.64K ﹤0.01% 1209
2018
Q2 		– Sell
-305
Closed -$11K – 1607
2018
Q1 		$11K Buy
+305
New +$11.5K ﹤0.01% 1025

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PPA
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AG
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Northern Trust
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Avantax Planning Partners sold out of Canon, Inc. (CAJ) in Q4 2018, closing a stake of 115 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in CAJ in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 135 funds tracked by Wall St. Rank hold CAJ as of Q4 2018.

  • Avantax Planning Partners reported no remaining Canon, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 115 Canon, Inc. shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Canon, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Canon, Inc. position peaked at $11K in Q1 2018.
  • 135 funds tracked by Wall St. Rank held Canon, Inc. as of Q4 2018.

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