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Avantax Planning Partners’s Healthcare Realty HR Stock Holding History

Avantax Planning Partners’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-82
Closed -$2K – 683
2018
Q3 		$2K Buy
+82
New +$2.26K ﹤0.01% 1339

Other funds holding HR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Avantax Planning Partners sold out of Healthcare Realty (HR) in Q4 2018, closing a stake of 82 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in HR in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 326 funds tracked by Wall St. Rank hold HR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Healthcare Realty position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 82 Healthcare Realty shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Healthcare Realty in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Healthcare Realty position peaked at $2K in Q3 2018.
  • 326 funds tracked by Wall St. Rank held Healthcare Realty as of Q4 2018.

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