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Avantax Planning Partners’s O-I Glass OI Stock Holding History

Avantax Planning Partners’s Portfolio OI Stock Details OI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-207
Closed -$4K – 910
2018
Q3 		$4K Buy
+207
New +$3.72K ﹤0.01% 1184
2018
Q2 		– Sell
-252
Closed -$5K – 1073
2018
Q1 		$5K Buy
+252
New +$5.58K ﹤0.01% 1338

Other funds holding OI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Avantax Planning Partners sold out of O-I Glass (OI) in Q4 2018, closing a stake of 207 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in OI in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 280 funds tracked by Wall St. Rank hold OI as of Q4 2018.

  • Avantax Planning Partners reported no remaining O-I Glass position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 207 O-I Glass shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in O-I Glass in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's O-I Glass position peaked at $5K in Q1 2018.
  • 280 funds tracked by Wall St. Rank held O-I Glass as of Q4 2018.

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