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Avantax Planning Partners’s Cousins Properties CUZ Stock Holding History

Avantax Planning Partners’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-286
Closed -$10K – 501
2018
Q1 		$10K Buy
+286
New +$9.99K ﹤0.01% 1043

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Daiwa Securities Group
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CIMLRA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cousins Properties (CUZ) in Q2 2018, closing a stake of 286 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in CUZ in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 246 funds tracked by Wall St. Rank hold CUZ as of Q2 2018.

  • Avantax Planning Partners reported no remaining Cousins Properties position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 286 Cousins Properties shares in Q2 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Cousins Properties in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Cousins Properties position peaked at $10K in Q1 2018.
  • 246 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2018.

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