APP
SHLD

Avantax Planning Partners’s Sears Holding Corporation SHLD Stock Holding History

Avantax Planning Partners’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed – – 1445
2018
Q3 		$0 Buy
+100
New +$167 ﹤0.01% 1474

Other funds holding SHLD

CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CMTU
Capital Markets Trading (UK) London, United Kingdom $7.95B AUM 85.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of Sears Holding Corporation (SHLD) in Q4 2018, closing a stake of 100 shares.

Avantax Planning Partners first reported a position in SHLD in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 20 funds tracked by Wall St. Rank hold SHLD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Sears Holding Corporation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 Sears Holding Corporation shares in Q4 2018.
  • Avantax Planning Partners first reported a position in Sears Holding Corporation in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Sears Holding Corporation position peaked at $0 in Q3 2018.
  • 20 funds tracked by Wall St. Rank held Sears Holding Corporation as of Q4 2018.

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