APP
GRA

Avantax Planning Partners’s W.R. Grace & Co. GRA Stock Holding History

Avantax Planning Partners’s Portfolio GRA Stock Details GRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-52
Closed -$3K – 1874
2018
Q1 		$3K Buy
+52
New +$3.56K ﹤0.01% 1570

Other funds holding GRA

SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Avantax Planning Partners sold out of W.R. Grace & Co. (GRA) in Q2 2018, closing a stake of 52 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in GRA in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 263 funds tracked by Wall St. Rank hold GRA as of Q2 2018.

  • Avantax Planning Partners reported no remaining W.R. Grace & Co. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 52 W.R. Grace & Co. shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in W.R. Grace & Co. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's W.R. Grace & Co. position peaked at $3K in Q1 2018.
  • 263 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q2 2018.

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