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Avantax Planning Partners’s Cleveland-Cliffs CLF Stock Holding History

Avantax Planning Partners’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,078
Closed -$14K – 442
2018
Q3 		$14K Buy
+1,078
New +$11.1K ﹤0.01% 786
2018
Q2 		– Sell
-1,082
Closed -$8K – 456
2018
Q1 		$8K Buy
+1,082
New +$8.12K ﹤0.01% 1143

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Fisher Asset Management
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State Street
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CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cleveland-Cliffs (CLF) in Q4 2018, closing a stake of 1,078 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in CLF in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 278 funds tracked by Wall St. Rank hold CLF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Cleveland-Cliffs position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,078 Cleveland-Cliffs shares in Q4 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in Cleveland-Cliffs in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Cleveland-Cliffs position peaked at $14K in Q3 2018.
  • 278 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2018.

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