Avantax Planning Partners’s NewMarket NEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-8	Closed	-$3K	–	1025
2018 Q1	$3K	Buy	+8	New	+$3.26K	﹤0.01%	1525

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avantax Planning Partners sold out of NewMarket (NEU) in Q2 2018, closing a stake of 8 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in NEU in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 252 funds tracked by Wall St. Rank hold NEU as of Q2 2018.

Avantax Planning Partners reported no remaining NewMarket position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 8 NewMarket shares in Q2 2018, an estimated $3K.
Avantax Planning Partners first reported a position in NewMarket in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's NewMarket position peaked at $3K in Q1 2018.
252 funds tracked by Wall St. Rank held NewMarket as of Q2 2018.

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