Avantax Planning Partners’s Cirrus Logic CRUS Stock Holding History

Avantax Planning Partners’s Portfolio CRUS Stock Details CRUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,100	Closed	-$126K	–	490
2018 Q1	$126K	Sell	3,100 -4,500	-59%	-$209K	0.01%	366
2017 Q4	$394K	Hold	7,600	–	–	0.04%	192
2017 Q3	$405K	Hold	7,600	–	–	0.03%	236
2017 Q2	$477K	Sell	7,600 -2,400	-24%	-$155K	0.04%	198
2017 Q1	$607K	Sell	10,000 -1,000	-9%	-$57K	0.05%	161
2016 Q4	$622K	Buy	+11,000	New	+$609K	0.07%	140

Other funds holding CRUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cirrus Logic (CRUS) in Q2 2018, closing a stake of 3,100 shares — an estimated $126K sold.

Avantax Planning Partners first reported a position in CRUS in Q4 2016 and held it in 6 quarters. The position peaked at $622K in Q4 2016. 259 funds tracked by Wall St. Rank hold CRUS as of Q2 2018.

Avantax Planning Partners reported no remaining Cirrus Logic position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 3,100 Cirrus Logic shares in Q2 2018, an estimated $126K.
Avantax Planning Partners first reported a position in Cirrus Logic in Q4 2016 and held it in 6 quarters.
Avantax Planning Partners's Cirrus Logic position peaked at $622K in Q4 2016.
259 funds tracked by Wall St. Rank held Cirrus Logic as of Q2 2018.

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