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Avantax Planning Partners’s CSP Inc CSPI Stock Holding History

Avantax Planning Partners’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$1K – 471
2018
Q3 		$1K Buy
+200
New +$1.18K ﹤0.01% 1407
2018
Q2 		– Sell
-200
Closed -$1K – 494
2018
Q1 		$1K Buy
+200
New +$1.42K ﹤0.01% 1686

Other funds holding CSPI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

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

Avantax Planning Partners sold out of CSP Inc (CSPI) in Q4 2018, closing a stake of 200 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in CSPI in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 14 funds tracked by Wall St. Rank hold CSPI as of Q4 2018.

  • Avantax Planning Partners reported no remaining CSP Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 200 CSP Inc shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in CSP Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's CSP Inc position peaked at $1K in Q3 2018.
  • 14 funds tracked by Wall St. Rank held CSP Inc as of Q4 2018.

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