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Avantax Planning Partners’s Nelnet NNI Stock Holding History

Avantax Planning Partners’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-202
Closed -$12K – 882
2018
Q3 		$12K Buy
+202
New +$11.8K ﹤0.01% 832
2018
Q2 		– Sell
-203
Closed -$11K – 1034
2018
Q1 		$11K Buy
+203
New +$10.8K ﹤0.01% 1001

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Nelnet (NNI) in Q4 2018, closing a stake of 202 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in NNI in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 128 funds tracked by Wall St. Rank hold NNI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Nelnet position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 202 Nelnet shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Nelnet in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Nelnet position peaked at $12K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held Nelnet as of Q4 2018.

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