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Avantax Planning Partners’s Glacier Bancorp GBCI Stock Holding History

Avantax Planning Partners’s Portfolio GBCI Stock Details GBCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-151
Closed -$7K – 622
2018
Q3 		$7K Buy
+151
New +$6.57K ﹤0.01% 974

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State Street
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Avantax Planning Partners sold out of Glacier Bancorp (GBCI) in Q4 2018, closing a stake of 151 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in GBCI in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 258 funds tracked by Wall St. Rank hold GBCI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Glacier Bancorp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 151 Glacier Bancorp shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Glacier Bancorp in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Glacier Bancorp position peaked at $7K in Q3 2018.
  • 258 funds tracked by Wall St. Rank held Glacier Bancorp as of Q4 2018.

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