APP
PCH

Avantax Planning Partners’s PotlatchDeltic PCH Stock Holding History

Avantax Planning Partners’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-179
Closed -$8K – 1111
2018
Q1 		$8K Buy
+179
New +$9.31K ﹤0.01% 1164

Other funds holding PCH

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Avantax Planning Partners sold out of PotlatchDeltic (PCH) in Q2 2018, closing a stake of 179 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in PCH in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 252 funds tracked by Wall St. Rank hold PCH as of Q2 2018.

  • Avantax Planning Partners reported no remaining PotlatchDeltic position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 179 PotlatchDeltic shares in Q2 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in PotlatchDeltic in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's PotlatchDeltic position peaked at $8K in Q1 2018.
  • 252 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2018.

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