Avantax Planning Partners’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-300	Closed	-$67K	–	584
2018 Q3	$67K	Buy	+300	New	+$65.1K	0.01%	427
2018 Q2	–	Sell	-347	Closed	-$69K	–	634
2018 Q1	$69K	Buy	+347	New	+$70.1K	0.01%	471

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Avantax Planning Partners sold out of Factset (FDS) in Q4 2018, closing a stake of 300 shares — an estimated $67K sold.

Avantax Planning Partners first reported a position in FDS in Q1 2018 and held it in 2 quarters. The position peaked at $69K in Q1 2018. 453 funds tracked by Wall St. Rank hold FDS as of Q4 2018.

Avantax Planning Partners reported no remaining Factset position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 300 Factset shares in Q4 2018, an estimated $67K.
Avantax Planning Partners first reported a position in Factset in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Factset position peaked at $69K in Q1 2018.
453 funds tracked by Wall St. Rank held Factset as of Q4 2018.

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