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Avantax Planning Partners’s Martin Marietta Materials MLM Stock Holding History

Avantax Planning Partners’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-74
Closed -$13K – 843
2018
Q3 		$13K Buy
+74
New +$15.3K ﹤0.01% 813
2018
Q2 		– Sell
-130
Closed -$27K – 978
2018
Q1 		$27K Buy
+130
New +$28.2K ﹤0.01% 677

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Avantax Planning Partners sold out of Martin Marietta Materials (MLM) in Q4 2018, closing a stake of 74 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in MLM in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 547 funds tracked by Wall St. Rank hold MLM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Martin Marietta Materials position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 74 Martin Marietta Materials shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Martin Marietta Materials in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Martin Marietta Materials position peaked at $27K in Q1 2018.
  • 547 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q4 2018.

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