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Avantax Planning Partners’s Sabra Healthcare REIT SBRA Stock Holding History

Avantax Planning Partners’s Portfolio SBRA Stock Details SBRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-148
Closed -$3K – 1015
2018
Q3 		$3K Buy
+148
New +$3.35K ﹤0.01% 1272
2018
Q2 		– Sell
-7,641
Closed -$135K – 1236
2018
Q1 		$135K Buy
+7,641
New +$135K 0.01% 354
2017
Q4 		– Sell
-10,366
Closed -$227K – 347
2017
Q3 		$227K Buy
+10,366
New +$234K 0.02% 338

Other funds holding SBRA

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avantax Planning Partners sold out of Sabra Healthcare REIT (SBRA) in Q4 2018, closing a stake of 148 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in SBRA in Q3 2017 and held it in 3 quarters. The position peaked at $227K in Q3 2017. 362 funds tracked by Wall St. Rank hold SBRA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Sabra Healthcare REIT position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 148 Sabra Healthcare REIT shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Sabra Healthcare REIT in Q3 2017 and held it in 3 quarters.
  • Avantax Planning Partners's Sabra Healthcare REIT position peaked at $227K in Q3 2017.
  • 362 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2018.

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