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DMC

Avantax Planning Partners’s Del Monte Corp DMC Stock Holding History

Avantax Planning Partners’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-85
Closed -$3K – 583
2018
Q3 		$3K Buy
+85
New +$3.33K ﹤0.01% 1247
2018
Q2 		– Sell
-85
Closed -$4K – 633
2018
Q1 		$4K Buy
+85
New +$4K ﹤0.01% 1408

Other funds holding DMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Del Monte Corp (DMC) in Q4 2018, closing a stake of 85 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in DMC in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 138 funds tracked by Wall St. Rank hold DMC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Del Monte Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 85 Del Monte Corp shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Del Monte Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Del Monte Corp position peaked at $4K in Q1 2018.
  • 138 funds tracked by Wall St. Rank held Del Monte Corp as of Q4 2018.

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