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Avantax Planning Partners’s Hanmi Financial HAFC Stock Holding History

Avantax Planning Partners’s Portfolio HAFC Stock Details HAFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-126
Closed -$3K – 655
2018
Q3 		$3K Buy
+126
New +$3.32K ﹤0.01% 1253
2018
Q2 		– Sell
-127
Closed -$4K – 731
2018
Q1 		$4K Buy
+127
New +$3.97K ﹤0.01% 1415

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Avantax Planning Partners sold out of Hanmi Financial (HAFC) in Q4 2018, closing a stake of 126 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in HAFC in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 140 funds tracked by Wall St. Rank hold HAFC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Hanmi Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 126 Hanmi Financial shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Hanmi Financial in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Hanmi Financial position peaked at $4K in Q1 2018.
  • 140 funds tracked by Wall St. Rank held Hanmi Financial as of Q4 2018.

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