APP
NGHC

Avantax Planning Partners’s National General Holdings Corp NGHC Stock Holding History

Avantax Planning Partners’s Portfolio NGHC Stock Details NGHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-248
Closed -$7K – 1363
2018
Q3 		$7K Buy
+248
New +$6.73K ﹤0.01% 1001
2018
Q2 		– Sell
-364
Closed -$9K – 1705
2018
Q1 		$9K Buy
+364
New +$7.83K ﹤0.01% 1126

Other funds holding NGHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return

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

Avantax Planning Partners sold out of National General Holdings Corp (NGHC) in Q4 2018, closing a stake of 248 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in NGHC in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 155 funds tracked by Wall St. Rank hold NGHC as of Q4 2018.

  • Avantax Planning Partners reported no remaining National General Holdings Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 248 National General Holdings Corp shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in National General Holdings Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's National General Holdings Corp position peaked at $9K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held National General Holdings Corp as of Q4 2018.

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