APP
SIGI icon

Avantax Planning Partners’s Selective Insurance SIGI Stock Holding History

Avantax Planning Partners’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-391
Closed -$24K – 1264
2018
Q1 		$24K Buy
+391
New +$23.1K ﹤0.01% 715

Other funds holding SIGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of Selective Insurance (SIGI) in Q2 2018, closing a stake of 391 shares — an estimated $24K sold.

Avantax Planning Partners first reported a position in SIGI in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 210 funds tracked by Wall St. Rank hold SIGI as of Q2 2018.

  • Avantax Planning Partners reported no remaining Selective Insurance position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 391 Selective Insurance shares in Q2 2018, an estimated $24K.
  • Avantax Planning Partners first reported a position in Selective Insurance in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Selective Insurance position peaked at $24K in Q1 2018.
  • 210 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2018.

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