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Avantax Planning Partners’s Globus Medical GMED Stock Holding History

Avantax Planning Partners’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-46
Closed -$3K – 637
2018
Q3 		$3K Buy
+46
New +$2.42K ﹤0.01% 1251
2018
Q2 		– Sell
-46
Closed -$2K – 704
2018
Q1 		$2K Buy
+46
New +$2.16K ﹤0.01% 1596

Other funds holding GMED

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Avantax Planning Partners sold out of Globus Medical (GMED) in Q4 2018, closing a stake of 46 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in GMED in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 303 funds tracked by Wall St. Rank hold GMED as of Q4 2018.

  • Avantax Planning Partners reported no remaining Globus Medical position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 46 Globus Medical shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Globus Medical in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Globus Medical position peaked at $3K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held Globus Medical as of Q4 2018.

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