Avantax Planning Partners’s Select Medical SEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-212	Closed	-$2K	–	1025
2018 Q3	$2K	Buy	+212	New	+$2.19K	﹤0.01%	1360
2018 Q2	–	Sell	-213	Closed	-$2K	–	1256
2018 Q1	$2K	Buy	+213	New	+$2.03K	﹤0.01%	1627

Other funds holding SEM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Avantax Planning Partners sold out of Select Medical (SEM) in Q4 2018, closing a stake of 212 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in SEM in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 208 funds tracked by Wall St. Rank hold SEM as of Q4 2018.

Avantax Planning Partners reported no remaining Select Medical position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 212 Select Medical shares in Q4 2018, an estimated $2K.
Avantax Planning Partners first reported a position in Select Medical in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Select Medical position peaked at $2K in Q3 2018.
208 funds tracked by Wall St. Rank held Select Medical as of Q4 2018.

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