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Avantax Planning Partners’s Graham Holdings Company GHC Stock Holding History

Avantax Planning Partners’s Portfolio GHC Stock Details GHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-16
Closed -$10K – 697
2018
Q1 		$10K Buy
+16
New +$9.39K ﹤0.01% 1047

Other funds holding GHC

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Avantax Planning Partners sold out of Graham Holdings Company (GHC) in Q2 2018, closing a stake of 16 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in GHC in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 240 funds tracked by Wall St. Rank hold GHC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Graham Holdings Company position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 16 Graham Holdings Company shares in Q2 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Graham Holdings Company in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Graham Holdings Company position peaked at $10K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held Graham Holdings Company as of Q2 2018.

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