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Avantax Planning Partners’s Crown Holdings CCK Stock Holding History

Avantax Planning Partners’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-144
Closed -$6K – 433
2018
Q1 		$6K Buy
+144
New +$7.69K ﹤0.01% 1249

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CGI
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LAM
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VOYA Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Avantax Planning Partners sold out of Crown Holdings (CCK) in Q2 2018, closing a stake of 144 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in CCK in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 344 funds tracked by Wall St. Rank hold CCK as of Q2 2018.

  • Avantax Planning Partners reported no remaining Crown Holdings position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 144 Crown Holdings shares in Q2 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Crown Holdings in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Crown Holdings position peaked at $6K in Q1 2018.
  • 344 funds tracked by Wall St. Rank held Crown Holdings as of Q2 2018.

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