Avantax Planning Partners’s Boston Beer SAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-65	Closed	-$12K	–	1230
2018 Q1	$12K	Buy	+65	New	+$12K	﹤0.01%	975

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Avantax Planning Partners sold out of Boston Beer (SAM) in Q2 2018, closing a stake of 65 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in SAM in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 252 funds tracked by Wall St. Rank hold SAM as of Q2 2018.

Avantax Planning Partners reported no remaining Boston Beer position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 65 Boston Beer shares in Q2 2018, an estimated $12K.
Avantax Planning Partners first reported a position in Boston Beer in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Boston Beer position peaked at $12K in Q1 2018.
252 funds tracked by Wall St. Rank held Boston Beer as of Q2 2018.

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