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Avantax Planning Partners’s Honda HMC Stock Holding History

Avantax Planning Partners’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-140
Closed -$4K – 674
2018
Q3 		$4K Buy
+140
New +$4.17K ﹤0.01% 1164
2018
Q2 		– Sell
-641
Closed -$22K – 757
2018
Q1 		$22K Buy
+641
New +$22.6K ﹤0.01% 747

Other funds holding HMC

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

Avantax Planning Partners sold out of Honda (HMC) in Q4 2018, closing a stake of 140 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in HMC in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 231 funds tracked by Wall St. Rank hold HMC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Honda position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 140 Honda shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Honda in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Honda position peaked at $22K in Q1 2018.
  • 231 funds tracked by Wall St. Rank held Honda as of Q4 2018.

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