APP
CIO

Avantax Planning Partners’s City Office REIT CIO Stock Holding History

Avantax Planning Partners’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,679
Closed -$43K – 453
2018
Q1 		$43K Buy
+3,679
New +$41.9K ﹤0.01% 555

Other funds holding CIO

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Avantax Planning Partners sold out of City Office REIT (CIO) in Q2 2018, closing a stake of 3,679 shares — an estimated $43K sold.

Avantax Planning Partners first reported a position in CIO in Q1 2018 and held it in 1 quarter. The position peaked at $43K in Q1 2018. 126 funds tracked by Wall St. Rank hold CIO as of Q2 2018.

  • Avantax Planning Partners reported no remaining City Office REIT position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 3,679 City Office REIT shares in Q2 2018, an estimated $43K.
  • Avantax Planning Partners first reported a position in City Office REIT in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's City Office REIT position peaked at $43K in Q1 2018.
  • 126 funds tracked by Wall St. Rank held City Office REIT as of Q2 2018.

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