Avantax Planning Partners’s Eagle Materials EXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-9	Closed	-$1K	–	615
2018 Q1	$1K	Buy	+9	New	+$970	﹤0.01%	1698

Other funds holding EXP

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Avantax Planning Partners sold out of Eagle Materials (EXP) in Q2 2018, closing a stake of 9 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in EXP in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 331 funds tracked by Wall St. Rank hold EXP as of Q2 2018.

Avantax Planning Partners reported no remaining Eagle Materials position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 9 Eagle Materials shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Eagle Materials in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Eagle Materials position peaked at $1K in Q1 2018.
331 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2018.

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