Avantax Planning Partners’s FerroAtlántica GSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-359	Closed	-$3K	–	648
2018 Q3	$3K	Buy	+359	New	+$2.87K	﹤0.01%	1252
2018 Q2	–	Sell	-360	Closed	-$4K	–	722
2018 Q1	$4K	Buy	+360	New	+$5.49K	﹤0.01%	1414

Other funds holding GSM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

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

Avantax Planning Partners sold out of FerroAtlántica (GSM) in Q4 2018, closing a stake of 359 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in GSM in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 98 funds tracked by Wall St. Rank hold GSM as of Q4 2018.

Avantax Planning Partners reported no remaining FerroAtlántica position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 359 FerroAtlántica shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in FerroAtlántica in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's FerroAtlántica position peaked at $4K in Q1 2018.
98 funds tracked by Wall St. Rank held FerroAtlántica as of Q4 2018.

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