Avantax Planning Partners’s Ralph Lauren RL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-179	Closed	-$25K	–	996
2018 Q3	$25K	Buy	+179	New	+$23.9K	﹤0.01%	650
2018 Q2	–	Sell	-172	Closed	-$19K	–	1201
2018 Q1	$19K	Buy	+172	New	+$18.6K	﹤0.01%	795

Other funds holding RL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Avantax Planning Partners sold out of Ralph Lauren (RL) in Q4 2018, closing a stake of 179 shares — an estimated $25K sold.

Avantax Planning Partners first reported a position in RL in Q1 2018 and held it in 2 quarters. The position peaked at $25K in Q3 2018. 427 funds tracked by Wall St. Rank hold RL as of Q4 2018.

Avantax Planning Partners reported no remaining Ralph Lauren position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 179 Ralph Lauren shares in Q4 2018, an estimated $25K.
Avantax Planning Partners first reported a position in Ralph Lauren in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Ralph Lauren position peaked at $25K in Q3 2018.
427 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2018.

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