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Avantax Planning Partners’s CDW CDW Stock Holding History

Avantax Planning Partners’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-73
Closed -$6K – 427
2018
Q3 		$6K Buy
+73
New +$6.31K ﹤0.01% 1015
2018
Q2 		– Sell
-186
Closed -$13K – 437
2018
Q1 		$13K Buy
+186
New +$13.6K ﹤0.01% 930

Other funds holding CDW

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Avantax Planning Partners sold out of CDW (CDW) in Q4 2018, closing a stake of 73 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in CDW in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 534 funds tracked by Wall St. Rank hold CDW as of Q4 2018.

  • Avantax Planning Partners reported no remaining CDW position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 73 CDW shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in CDW in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's CDW position peaked at $13K in Q1 2018.
  • 534 funds tracked by Wall St. Rank held CDW as of Q4 2018.

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