Avantax Planning Partners’s Gramercy Property Trust GPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,499	Closed	-$96K	–	1450
2018 Q3	$96K	Buy	+3,499	New	+$95.8K	0.01%	356
2018 Q2	–	Sell	-3,499	Closed	-$76K	–	1820
2018 Q1	$76K	Buy	+3,499	New	+$83.1K	0.01%	453

Other funds holding GPT

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

MCA

Mercer Capital Advisers Little Silver, New Jersey $187M AUM 24.56% 1-Year Est. Return

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

Avantax Planning Partners sold out of Gramercy Property Trust (GPT) in Q4 2018, closing a stake of 3,499 shares — an estimated $96K sold.

Avantax Planning Partners first reported a position in GPT in Q1 2018 and held it in 2 quarters. The position peaked at $96K in Q3 2018. 2 funds tracked by Wall St. Rank hold GPT as of Q4 2018.

Avantax Planning Partners reported no remaining Gramercy Property Trust position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 3,499 Gramercy Property Trust shares in Q4 2018, an estimated $96K.
Avantax Planning Partners first reported a position in Gramercy Property Trust in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Gramercy Property Trust position peaked at $96K in Q3 2018.
2 funds tracked by Wall St. Rank held Gramercy Property Trust as of Q4 2018.

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