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Avantax Planning Partners’s FTI Consulting FCN Stock Holding History

Avantax Planning Partners’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$7K – 577
2018
Q3 		$7K Buy
+100
New +$7.36K ﹤0.01% 971
2018
Q2 		– Sell
-93
Closed -$5K – 627
2018
Q1 		$5K Buy
+93
New +$4.2K ﹤0.01% 1313

Other funds holding FCN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Avantax Planning Partners sold out of FTI Consulting (FCN) in Q4 2018, closing a stake of 100 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in FCN in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 241 funds tracked by Wall St. Rank hold FCN as of Q4 2018.

  • Avantax Planning Partners reported no remaining FTI Consulting position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 FTI Consulting shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in FTI Consulting in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's FTI Consulting position peaked at $7K in Q3 2018.
  • 241 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2018.

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