Avantax Planning Partners’s Transocean RIG Stock Holding History

Avantax Planning Partners’s Portfolio RIG Stock Details RIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,338	Closed	-$19K	–	303
2020 Q2	$19K	Buy	+10,338	New	+$16.1K	﹤0.01%	279

Other funds holding RIG

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return

Avantax Planning Partners's RIG Position: Q3 2020 in Review

Avantax Planning Partners sold out of Transocean (RIG) in Q3 2020, closing a stake of 10,338 shares — an estimated $19K sold.

Avantax Planning Partners first reported a position in RIG in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 274 funds tracked by Wall St. Rank hold RIG as of Q3 2020.

Avantax Planning Partners reported no remaining Transocean position as of Q3 2020 after selling out during the quarter.
Avantax Planning Partners sold 10,338 Transocean shares in Q3 2020, an estimated $19K.
Avantax Planning Partners first reported a position in Transocean in Q2 2020 and held it in 1 quarter.
Avantax Planning Partners's Transocean position peaked at $19K in Q2 2020.
274 funds tracked by Wall St. Rank held Transocean as of Q3 2020.

Based on Avantax Planning Partners's 13F filing for Q3 2020, filed 28 Oct 2020.