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Avantax Planning Partners’s Cheesecake Factory CAKE Stock Holding History

Avantax Planning Partners’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-59
Closed -$3K – 421
2018
Q1 		$3K Buy
+59
New +$2.83K ﹤0.01% 1494

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Wellington Management Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cheesecake Factory (CAKE) in Q2 2018, closing a stake of 59 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in CAKE in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 291 funds tracked by Wall St. Rank hold CAKE as of Q2 2018.

  • Avantax Planning Partners reported no remaining Cheesecake Factory position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 59 Cheesecake Factory shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Cheesecake Factory in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Cheesecake Factory position peaked at $3K in Q1 2018.
  • 291 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2018.

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