Avantax Planning Partners’s Dun & Bradstreet DNB Stock Holding History

Avantax Planning Partners’s Portfolio DNB Stock Details DNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-12	Closed	-$1K	–	1794
2018 Q1	$1K	Buy	+12	New	+$1.46K	﹤0.01%	1803

Other funds holding DNB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avantax Planning Partners sold out of Dun & Bradstreet (DNB) in Q2 2018, closing a stake of 12 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in DNB in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 341 funds tracked by Wall St. Rank hold DNB as of Q2 2018.

Avantax Planning Partners reported no remaining Dun & Bradstreet position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 12 Dun & Bradstreet shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Dun & Bradstreet in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Dun & Bradstreet position peaked at $1K in Q1 2018.
341 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q2 2018.

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