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Avantax Planning Partners’s Global Indemnity Group GBLI Stock Holding History

Avantax Planning Partners’s Portfolio GBLI Stock Details GBLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-88
Closed -$3K – 623
2018
Q3 		$3K Buy
+88
New +$3.43K ﹤0.01% 1249
2018
Q2 		– Sell
-88
Closed -$3K – 685
2018
Q1 		$3K Buy
+88
New +$3.44K ﹤0.01% 1511

Other funds holding GBLI

RHI
Richmond Hill Investments New York $192M AUM 4.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RHIC
Richmond Hill Investment Company New York $52.6M AUM 5.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Global Indemnity Group (GBLI) in Q4 2018, closing a stake of 88 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in GBLI in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 55 funds tracked by Wall St. Rank hold GBLI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Global Indemnity Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 88 Global Indemnity Group shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Global Indemnity Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Global Indemnity Group position peaked at $3K in Q3 2018.
  • 55 funds tracked by Wall St. Rank held Global Indemnity Group as of Q4 2018.

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