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Avantax Planning Partners’s First Industrial Realty Trust FR Stock Holding History

Avantax Planning Partners’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,487
Closed -$47K – 609
2018
Q3 		$47K Buy
+1,487
New +$48.2K ﹤0.01% 501
2018
Q2 		– Sell
-1,487
Closed -$43K – 669
2018
Q1 		$43K Buy
+1,487
New +$43.9K ﹤0.01% 556

Other funds holding FR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Avantax Planning Partners sold out of First Industrial Realty Trust (FR) in Q4 2018, closing a stake of 1,487 shares — an estimated $47K sold.

Avantax Planning Partners first reported a position in FR in Q1 2018 and held it in 2 quarters. The position peaked at $47K in Q3 2018. 266 funds tracked by Wall St. Rank hold FR as of Q4 2018.

  • Avantax Planning Partners reported no remaining First Industrial Realty Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,487 First Industrial Realty Trust shares in Q4 2018, an estimated $47K.
  • Avantax Planning Partners first reported a position in First Industrial Realty Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's First Industrial Realty Trust position peaked at $47K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q4 2018.

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