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Avantax Planning Partners’s Commercial Metals CMC Stock Holding History

Avantax Planning Partners’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-190
Closed -$4K – 460
2018
Q1 		$4K Buy
+190
New +$4.61K ﹤0.01% 1399

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Avantax Planning Partners sold out of Commercial Metals (CMC) in Q2 2018, closing a stake of 190 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in CMC in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 239 funds tracked by Wall St. Rank hold CMC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Commercial Metals position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 190 Commercial Metals shares in Q2 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Commercial Metals in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Commercial Metals position peaked at $4K in Q1 2018.
  • 239 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2018.

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