APP
CATM

Avantax Planning Partners’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

Avantax Planning Partners’s Portfolio CATM Stock Details CATM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-176
Closed -$4K – 1678
2018
Q1 		$4K Buy
+176
New +$4.2K ﹤0.01% 1468

Other funds holding CATM

HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q2 2018, closing a stake of 176 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in CATM in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 155 funds tracked by Wall St. Rank hold CATM as of Q2 2018.

  • Avantax Planning Partners reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 176 Cardtronics plc Class A Ordinary Shares (UK) shares in Q2 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $4K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q2 2018.

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