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Avantax Planning Partners’s Cushman & Wakefield Ltd CWK Stock Holding History

Avantax Planning Partners’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-75
Closed -$1K – 480
2018
Q3 		$1K Buy
+75
New +$1.34K ﹤0.01% 1409

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cushman & Wakefield Ltd (CWK) in Q4 2018, closing a stake of 75 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in CWK in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 91 funds tracked by Wall St. Rank hold CWK as of Q4 2018.

  • Avantax Planning Partners reported no remaining Cushman & Wakefield Ltd position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 75 Cushman & Wakefield Ltd shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Cushman & Wakefield Ltd in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Cushman & Wakefield Ltd position peaked at $1K in Q3 2018.
  • 91 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q4 2018.

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