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Avantax Planning Partners’s QCR Holdings QCRH Stock Holding History

Avantax Planning Partners’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-450
Closed -$18K – 980
2018
Q3 		$18K Buy
+450
New +$20.1K ﹤0.01% 731
2018
Q2 		– Sell
-450
Closed -$20K – 1175
2018
Q1 		$20K Buy
+450
New +$20.1K ﹤0.01% 777

Other funds holding QCRH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of QCR Holdings (QCRH) in Q4 2018, closing a stake of 450 shares — an estimated $18K sold.

Avantax Planning Partners first reported a position in QCRH in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2018. 106 funds tracked by Wall St. Rank hold QCRH as of Q4 2018.

  • Avantax Planning Partners reported no remaining QCR Holdings position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 450 QCR Holdings shares in Q4 2018, an estimated $18K.
  • Avantax Planning Partners first reported a position in QCR Holdings in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's QCR Holdings position peaked at $20K in Q1 2018.
  • 106 funds tracked by Wall St. Rank held QCR Holdings as of Q4 2018.

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