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Avantax Planning Partners’s Masco MAS Stock Holding History

Avantax Planning Partners’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-545
Closed -$20K – 825
2018
Q3 		$20K Buy
+545
New +$21K ﹤0.01% 703
2018
Q2 		– Sell
-558
Closed -$23K – 947
2018
Q1 		$23K Buy
+558
New +$24K ﹤0.01% 728

Other funds holding MAS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

Avantax Planning Partners sold out of Masco (MAS) in Q4 2018, closing a stake of 545 shares — an estimated $20K sold.

Avantax Planning Partners first reported a position in MAS in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 567 funds tracked by Wall St. Rank hold MAS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Masco position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 545 Masco shares in Q4 2018, an estimated $20K.
  • Avantax Planning Partners first reported a position in Masco in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Masco position peaked at $23K in Q1 2018.
  • 567 funds tracked by Wall St. Rank held Masco as of Q4 2018.

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