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Avantax Planning Partners’s Macerich MAC Stock Holding History

Avantax Planning Partners’s Portfolio MAC Stock Details MAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,294
Closed -$72K – 822
2018
Q3 		$72K Buy
+1,294
New +$74.6K 0.01% 409
2018
Q2 		– Sell
-1,317
Closed -$74K – 943
2018
Q1 		$74K Buy
+1,317
New +$80.3K 0.01% 458

Other funds holding MAC

OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Avantax Planning Partners sold out of Macerich (MAC) in Q4 2018, closing a stake of 1,294 shares — an estimated $72K sold.

Avantax Planning Partners first reported a position in MAC in Q1 2018 and held it in 2 quarters. The position peaked at $74K in Q1 2018. 331 funds tracked by Wall St. Rank hold MAC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Macerich position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,294 Macerich shares in Q4 2018, an estimated $72K.
  • Avantax Planning Partners first reported a position in Macerich in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Macerich position peaked at $74K in Q1 2018.
  • 331 funds tracked by Wall St. Rank held Macerich as of Q4 2018.

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