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Avantax Planning Partners’s Minerals Technologies MTX Stock Holding History

Avantax Planning Partners’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-80
Closed -$5K – 863
2018
Q3 		$5K Buy
+80
New +$5.65K ﹤0.01% 1099
2018
Q2 		– Sell
-80
Closed -$5K – 1007
2018
Q1 		$5K Buy
+80
New +$5.73K ﹤0.01% 1335

Other funds holding MTX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Minerals Technologies (MTX) in Q4 2018, closing a stake of 80 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in MTX in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 204 funds tracked by Wall St. Rank hold MTX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Minerals Technologies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 80 Minerals Technologies shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Minerals Technologies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Minerals Technologies position peaked at $5K in Q3 2018.
  • 204 funds tracked by Wall St. Rank held Minerals Technologies as of Q4 2018.

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