Avantax Planning Partners’s RLI Corp RLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-144	Closed	-$5K	–	1202
2018 Q1	$5K	Buy	+144	New	+$4.45K	﹤0.01%	1348

Other funds holding RLI

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Avantax Planning Partners sold out of RLI Corp (RLI) in Q2 2018, closing a stake of 144 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in RLI in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 210 funds tracked by Wall St. Rank hold RLI as of Q2 2018.

Avantax Planning Partners reported no remaining RLI Corp position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 144 RLI Corp shares in Q2 2018, an estimated $5K.
Avantax Planning Partners first reported a position in RLI Corp in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's RLI Corp position peaked at $5K in Q1 2018.
210 funds tracked by Wall St. Rank held RLI Corp as of Q2 2018.

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