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Avantax Planning Partners’s Rogers Communications RCI Stock Holding History

Avantax Planning Partners’s Portfolio RCI Stock Details RCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-103
Closed -$5K – 985
2018
Q3 		$5K Buy
+103
New +$5.27K ﹤0.01% 1110
2018
Q2 		– Sell
-233
Closed -$10K – 1182
2018
Q1 		$10K Buy
+233
New +$10.9K ﹤0.01% 1062

Other funds holding RCI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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

Avantax Planning Partners sold out of Rogers Communications (RCI) in Q4 2018, closing a stake of 103 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in RCI in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 303 funds tracked by Wall St. Rank hold RCI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Rogers Communications position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 103 Rogers Communications shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Rogers Communications in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Rogers Communications position peaked at $10K in Q1 2018.
  • 303 funds tracked by Wall St. Rank held Rogers Communications as of Q4 2018.

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