Avantax Planning Partners’s Genpact G Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-210	Closed	-$6K	–	684
2018 Q1	$6K	Buy	+210	New	+$6.82K	﹤0.01%	1258

Other funds holding G

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Avantax Planning Partners's G Position: Q2 2018 in Review

Avantax Planning Partners sold out of Genpact (G) in Q2 2018, closing a stake of 210 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in G in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 245 funds tracked by Wall St. Rank hold G as of Q2 2018.

Avantax Planning Partners reported no remaining Genpact position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 210 Genpact shares in Q2 2018, an estimated $6K.
Avantax Planning Partners first reported a position in Genpact in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Genpact position peaked at $6K in Q1 2018.
245 funds tracked by Wall St. Rank held Genpact as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.