APP
FPI

Avantax Planning Partners’s Farmland Partners FPI Stock Holding History

Avantax Planning Partners’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,700
Closed -$25K – 607
2018
Q3 		$25K Buy
+3,700
New +$25.4K ﹤0.01% 647
2018
Q2 		– Sell
-3,000
Closed -$25K – 667
2018
Q1 		$25K Buy
+3,000
New +$24.4K ﹤0.01% 696

Other funds holding FPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Avantax Planning Partners sold out of Farmland Partners (FPI) in Q4 2018, closing a stake of 3,700 shares — an estimated $25K sold.

Avantax Planning Partners first reported a position in FPI in Q1 2018 and held it in 2 quarters. The position peaked at $25K in Q3 2018. 122 funds tracked by Wall St. Rank hold FPI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Farmland Partners position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 3,700 Farmland Partners shares in Q4 2018, an estimated $25K.
  • Avantax Planning Partners first reported a position in Farmland Partners in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Farmland Partners position peaked at $25K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2018.

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