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Avantax Planning Partners’s Fortune Brands Innovations FBIN Stock Holding History

Avantax Planning Partners’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-103
Closed -$5K – 575
2018
Q3 		$5K Buy
+103
New +$4.84K ﹤0.01% 1087
2018
Q2 		– Sell
-138
Closed -$7K – 625
2018
Q1 		$7K Buy
+138
New +$7.69K ﹤0.01% 1192

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JP Morgan Chase
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avantax Planning Partners sold out of Fortune Brands Innovations (FBIN) in Q4 2018, closing a stake of 103 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in FBIN in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 504 funds tracked by Wall St. Rank hold FBIN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Fortune Brands Innovations position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 103 Fortune Brands Innovations shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Fortune Brands Innovations in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Fortune Brands Innovations position peaked at $7K in Q1 2018.
  • 504 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q4 2018.

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