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Avantax Planning Partners’s FTAI Aviation FTAI Stock Holding History

Avantax Planning Partners’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-995
Closed -$15K – 614
2018
Q3 		$15K Buy
+995
New +$15.7K ﹤0.01% 772

Other funds holding FTAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
CC
Caspian Capital New York $103M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
LP
Luzich Partners Las Vegas, Nevada $53.5M AUM 18.46% 1-Year Est. Return

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

Avantax Planning Partners sold out of FTAI Aviation (FTAI) in Q4 2018, closing a stake of 995 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in FTAI in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 78 funds tracked by Wall St. Rank hold FTAI as of Q4 2018.

  • Avantax Planning Partners reported no remaining FTAI Aviation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 995 FTAI Aviation shares in Q4 2018, an estimated $15K.
  • Avantax Planning Partners first reported a position in FTAI Aviation in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's FTAI Aviation position peaked at $15K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held FTAI Aviation as of Q4 2018.

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