APP
MB

Avantax Planning Partners’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Avantax Planning Partners’s Portfolio MB Stock Details MB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-19
Closed -$1K – 1790
2018
Q1 		$1K Buy
+19
New +$678 ﹤0.01% 1802

Other funds holding MB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM

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

Avantax Planning Partners sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q2 2018, closing a stake of 19 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in MB in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 161 funds tracked by Wall St. Rank hold MB as of Q2 2018.

  • Avantax Planning Partners reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 19 MINDBODY, Inc. Class A Common Stock shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in MINDBODY, Inc. Class A Common Stock in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's MINDBODY, Inc. Class A Common Stock position peaked at $1K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q2 2018.

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