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Avantax Planning Partners’s Materion MTRN Stock Holding History

Avantax Planning Partners’s Portfolio MTRN Stock Details MTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-106
Closed -$6K – 860
2018
Q3 		$6K Buy
+106
New +$6.38K ﹤0.01% 1040
2018
Q2 		– Sell
-105
Closed -$5K – 1004
2018
Q1 		$5K Buy
+105
New +$5.36K ﹤0.01% 1334

Other funds holding MTRN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Avantax Planning Partners sold out of Materion (MTRN) in Q4 2018, closing a stake of 106 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in MTRN in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 189 funds tracked by Wall St. Rank hold MTRN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Materion position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 106 Materion shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Materion in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Materion position peaked at $6K in Q3 2018.
  • 189 funds tracked by Wall St. Rank held Materion as of Q4 2018.

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