APP
DS

Avantax Planning Partners’s Drive Shack Inc. DS Stock Holding History

Avantax Planning Partners’s Portfolio DS Stock Details DS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$5K – 1611
2018
Q1 		$5K Buy
+1,000
New +$5.11K ﹤0.01% 1374

Other funds holding DS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
Trafelet Capital Management New York $11.8M AUM 13.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Avantax Planning Partners sold out of Drive Shack Inc. (DS) in Q2 2018, closing a stake of 1,000 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in DS in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 107 funds tracked by Wall St. Rank hold DS as of Q2 2018.

  • Avantax Planning Partners reported no remaining Drive Shack Inc. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,000 Drive Shack Inc. shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Drive Shack Inc. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Drive Shack Inc. position peaked at $5K in Q1 2018.
  • 107 funds tracked by Wall St. Rank held Drive Shack Inc. as of Q2 2018.

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