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Avantax Planning Partners’s Kite Realty KRG Stock Holding History

Avantax Planning Partners’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,267
Closed -$71K – 785
2018
Q3 		$71K Buy
+4,267
New +$72.2K 0.01% 413
2018
Q2 		– Sell
-4,267
Closed -$65K – 896
2018
Q1 		$65K Buy
+4,267
New +$69.1K 0.01% 484

Other funds holding KRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of Kite Realty (KRG) in Q4 2018, closing a stake of 4,267 shares — an estimated $71K sold.

Avantax Planning Partners first reported a position in KRG in Q1 2018 and held it in 2 quarters. The position peaked at $71K in Q3 2018. 233 funds tracked by Wall St. Rank hold KRG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Kite Realty position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 4,267 Kite Realty shares in Q4 2018, an estimated $71K.
  • Avantax Planning Partners first reported a position in Kite Realty in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Kite Realty position peaked at $71K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Kite Realty as of Q4 2018.

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