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Avantax Planning Partners’s ResMed RMD Stock Holding History

Avantax Planning Partners’s Portfolio RMD Stock Details RMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-90
Closed -$10K – 998
2018
Q3 		$10K Buy
+90
New +$9.86K ﹤0.01% 881
2018
Q2 		– Sell
-244
Closed -$23K – 1206
2018
Q1 		$23K Buy
+244
New +$23.1K ﹤0.01% 731

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Avantax Planning Partners sold out of ResMed (RMD) in Q4 2018, closing a stake of 90 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in RMD in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2018. 501 funds tracked by Wall St. Rank hold RMD as of Q4 2018.

  • Avantax Planning Partners reported no remaining ResMed position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 90 ResMed shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in ResMed in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ResMed position peaked at $23K in Q1 2018.
  • 501 funds tracked by Wall St. Rank held ResMed as of Q4 2018.

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