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Avantax Planning Partners’s LGI Homes LGIH Stock Holding History

Avantax Planning Partners’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-148
Closed -$10K – 916
2018
Q1 		$10K Buy
+148
New +$10K ﹤0.01% 1052

Other funds holding LGIH

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GGHC
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WA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

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

Avantax Planning Partners sold out of LGI Homes (LGIH) in Q2 2018, closing a stake of 148 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in LGIH in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 207 funds tracked by Wall St. Rank hold LGIH as of Q2 2018.

  • Avantax Planning Partners reported no remaining LGI Homes position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 148 LGI Homes shares in Q2 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in LGI Homes in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's LGI Homes position peaked at $10K in Q1 2018.
  • 207 funds tracked by Wall St. Rank held LGI Homes as of Q2 2018.

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