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Avantax Planning Partners’s Methode Electronics MEI Stock Holding History

Avantax Planning Partners’s Portfolio MEI Stock Details MEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-354
Closed -$14K – 962
2018
Q1 		$14K Buy
+354
New +$14.3K ﹤0.01% 913

Other funds holding MEI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avantax Planning Partners sold out of Methode Electronics (MEI) in Q2 2018, closing a stake of 354 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in MEI in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 218 funds tracked by Wall St. Rank hold MEI as of Q2 2018.

  • Avantax Planning Partners reported no remaining Methode Electronics position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 354 Methode Electronics shares in Q2 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in Methode Electronics in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Methode Electronics position peaked at $14K in Q1 2018.
  • 218 funds tracked by Wall St. Rank held Methode Electronics as of Q2 2018.

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