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Avantax Planning Partners’s Banco Santander SAN Stock Holding History

Avantax Planning Partners’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,037
Closed -$5K – 1012
2018
Q3 		$5K Buy
+1,037
New +$5.22K ﹤0.01% 1111
2018
Q2 		– Sell
-1,389
Closed -$9K – 1231
2018
Q1 		$9K Buy
+1,389
New +$9.2K ﹤0.01% 1110

Other funds holding SAN

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CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Avantax Planning Partners sold out of Banco Santander (SAN) in Q4 2018, closing a stake of 1,037 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in SAN in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 326 funds tracked by Wall St. Rank hold SAN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Banco Santander position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,037 Banco Santander shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Banco Santander in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Banco Santander position peaked at $9K in Q1 2018.
  • 326 funds tracked by Wall St. Rank held Banco Santander as of Q4 2018.

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