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Avantax Planning Partners’s Cboe Global Markets CBOE Stock Holding History

Avantax Planning Partners’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-25
Closed -$2K – 419
2018
Q3 		$2K Buy
+25
New +$2.52K ﹤0.01% 1321
2018
Q2 		– Sell
-119
Closed -$12K – 425
2018
Q1 		$12K Buy
+119
New +$14.5K ﹤0.01% 961

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cboe Global Markets (CBOE) in Q4 2018, closing a stake of 25 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in CBOE in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 433 funds tracked by Wall St. Rank hold CBOE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Cboe Global Markets position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 25 Cboe Global Markets shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Cboe Global Markets in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Cboe Global Markets position peaked at $12K in Q1 2018.
  • 433 funds tracked by Wall St. Rank held Cboe Global Markets as of Q4 2018.

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