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Avantax Planning Partners’s Monolithic Power Systems MPWR Stock Holding History

Avantax Planning Partners’s Portfolio MPWR Stock Details MPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-104
Closed -$12K – 989
2018
Q1 		$12K Buy
+104
New +$12.3K ﹤0.01% 971

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Avantax Planning Partners sold out of Monolithic Power Systems (MPWR) in Q2 2018, closing a stake of 104 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in MPWR in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 345 funds tracked by Wall St. Rank hold MPWR as of Q2 2018.

  • Avantax Planning Partners reported no remaining Monolithic Power Systems position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 104 Monolithic Power Systems shares in Q2 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Monolithic Power Systems in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Monolithic Power Systems position peaked at $12K in Q1 2018.
  • 345 funds tracked by Wall St. Rank held Monolithic Power Systems as of Q2 2018.

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