APP
CUK

Avantax Planning Partners’s Carnival PLC CUK Stock Holding History

Avantax Planning Partners’s Portfolio CUK Stock Details CUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-361
Closed -$24K – 500
2018
Q1 		$24K Buy
+361
New +$24.5K ﹤0.01% 710

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PPA
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Northern Trust
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TAM
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Bank of America
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CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

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

Avantax Planning Partners sold out of Carnival PLC (CUK) in Q2 2018, closing a stake of 361 shares — an estimated $24K sold.

Avantax Planning Partners first reported a position in CUK in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 133 funds tracked by Wall St. Rank hold CUK as of Q2 2018.

  • Avantax Planning Partners reported no remaining Carnival PLC position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 361 Carnival PLC shares in Q2 2018, an estimated $24K.
  • Avantax Planning Partners first reported a position in Carnival PLC in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Carnival PLC position peaked at $24K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held Carnival PLC as of Q2 2018.

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