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Avantax Planning Partners’s Magna International MGA Stock Holding History

Avantax Planning Partners’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,841
Closed -$205K – 338
2017
Q3 		$205K Buy
+3,841
New +$186K 0.02% 354
2017
Q1 		– Sell
-5,031
Closed -$218K – 342
2016
Q4 		$218K Buy
+5,031
New +$211K 0.02% 283

Other funds holding MGA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Avantax Planning Partners's MGA Position: Q4 2017 in Review

Avantax Planning Partners sold out of Magna International (MGA) in Q4 2017, closing a stake of 3,841 shares — an estimated $205K sold.

Avantax Planning Partners first reported a position in MGA in Q4 2016 and held it in 2 quarters. The position peaked at $218K in Q4 2016. 424 funds tracked by Wall St. Rank hold MGA as of Q4 2017.

  • Avantax Planning Partners reported no remaining Magna International position as of Q4 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 3,841 Magna International shares in Q4 2017, an estimated $205K.
  • Avantax Planning Partners first reported a position in Magna International in Q4 2016 and held it in 2 quarters.
  • Avantax Planning Partners's Magna International position peaked at $218K in Q4 2016.
  • 424 funds tracked by Wall St. Rank held Magna International as of Q4 2017.

Based on Avantax Planning Partners's 13F filing for Q4 2017, filed 9 Feb 2018.