Avantax Planning Partners’s MSCI MSCI Stock Holding History

Avantax Planning Partners’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-23	Closed	-$3K	–	993
2018 Q1	$3K	Buy	+23	New	+$3.3K	﹤0.01%	1524

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Avantax Planning Partners sold out of MSCI (MSCI) in Q2 2018, closing a stake of 23 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in MSCI in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 479 funds tracked by Wall St. Rank hold MSCI as of Q2 2018.

Avantax Planning Partners reported no remaining MSCI position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 23 MSCI shares in Q2 2018, an estimated $3K.
Avantax Planning Partners first reported a position in MSCI in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's MSCI position peaked at $3K in Q1 2018.
479 funds tracked by Wall St. Rank held MSCI as of Q2 2018.

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