APP
CBM

Avantax Planning Partners’s Cambrex Corporation CBM Stock Holding History

Avantax Planning Partners’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-29
Closed -$2K – 1397
2018
Q3 		$2K Buy
+29
New +$1.79K ﹤0.01% 1395
2018
Q2 		– Sell
-314
Closed -$16K – 1749
2018
Q1 		$16K Buy
+314
New +$16.8K ﹤0.01% 875

Other funds holding CBM

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cambrex Corporation (CBM) in Q4 2018, closing a stake of 29 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in CBM in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 244 funds tracked by Wall St. Rank hold CBM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Cambrex Corporation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 29 Cambrex Corporation shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Cambrex Corporation in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Cambrex Corporation position peaked at $16K in Q1 2018.
  • 244 funds tracked by Wall St. Rank held Cambrex Corporation as of Q4 2018.

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