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Avantax Planning Partners’s Marcus & Millichap MMI Stock Holding History

Avantax Planning Partners’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-498
Closed -$18K – 980
2018
Q1 		$18K Buy
+498
New +$16.3K ﹤0.01% 817

Other funds holding MMI

RA
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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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Avantax Planning Partners sold out of Marcus & Millichap (MMI) in Q2 2018, closing a stake of 498 shares — an estimated $18K sold.

Avantax Planning Partners first reported a position in MMI in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 171 funds tracked by Wall St. Rank hold MMI as of Q2 2018.

  • Avantax Planning Partners reported no remaining Marcus & Millichap position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 498 Marcus & Millichap shares in Q2 2018, an estimated $18K.
  • Avantax Planning Partners first reported a position in Marcus & Millichap in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Marcus & Millichap position peaked at $18K in Q1 2018.
  • 171 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2018.

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