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Avantax Planning Partners’s Southern Copper SCCO Stock Holding History

Avantax Planning Partners’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-92
Closed -$5K – 1240
2018
Q1 		$5K Buy
+92
New +$4.31K ﹤0.01% 1350

Other funds holding SCCO

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Avantax Planning Partners sold out of Southern Copper (SCCO) in Q2 2018, closing a stake of 92 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in SCCO in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 290 funds tracked by Wall St. Rank hold SCCO as of Q2 2018.

  • Avantax Planning Partners reported no remaining Southern Copper position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 92 Southern Copper shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Southern Copper in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Southern Copper position peaked at $5K in Q1 2018.
  • 290 funds tracked by Wall St. Rank held Southern Copper as of Q2 2018.

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