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Avantax Planning Partners’s Northrim BanCorp NRIM Stock Holding History

Avantax Planning Partners’s Portfolio NRIM Stock Details NRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,400
Closed -$25K – 888
2018
Q3 		$25K Buy
+2,400
New +$25.3K ﹤0.01% 649
2018
Q2 		– Sell
-2,400
Closed -$21K – 1041
2018
Q1 		$21K Buy
+2,400
New +$20.6K ﹤0.01% 769

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Manulife (Manufacturers Life Insurance)
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Ameriprise
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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

Avantax Planning Partners sold out of Northrim BanCorp (NRIM) in Q4 2018, closing a stake of 2,400 shares — an estimated $25K sold.

Avantax Planning Partners first reported a position in NRIM in Q1 2018 and held it in 2 quarters. The position peaked at $25K in Q3 2018. 90 funds tracked by Wall St. Rank hold NRIM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Northrim BanCorp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,400 Northrim BanCorp shares in Q4 2018, an estimated $25K.
  • Avantax Planning Partners first reported a position in Northrim BanCorp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Northrim BanCorp position peaked at $25K in Q3 2018.
  • 90 funds tracked by Wall St. Rank held Northrim BanCorp as of Q4 2018.

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