Avantax Planning Partners’s Kestrel Group KG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-37	Closed	-$5K	–	972
2018 Q1	$5K	Buy	+37	New	+$5.14K	﹤0.01%	1329

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

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

Avantax Planning Partners sold out of Kestrel Group (KG) in Q2 2018, closing a stake of 37 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in KG in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 149 funds tracked by Wall St. Rank hold KG as of Q2 2018.

Avantax Planning Partners reported no remaining Kestrel Group position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 37 Kestrel Group shares in Q2 2018, an estimated $5K.
Avantax Planning Partners first reported a position in Kestrel Group in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Kestrel Group position peaked at $5K in Q1 2018.
149 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2018.

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