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Avantax Planning Partners’s Silgan Holdings SLGN Stock Holding History

Avantax Planning Partners’s Portfolio SLGN Stock Details SLGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-174
Closed -$5K – 1042
2018
Q3 		$5K Buy
+174
New +$4.77K ﹤0.01% 1113
2018
Q2 		– Sell
-194
Closed -$5K – 1277
2018
Q1 		$5K Buy
+194
New +$5.56K ﹤0.01% 1353

Other funds holding SLGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

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

Avantax Planning Partners sold out of Silgan Holdings (SLGN) in Q4 2018, closing a stake of 174 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in SLGN in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 207 funds tracked by Wall St. Rank hold SLGN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Silgan Holdings position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 174 Silgan Holdings shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Silgan Holdings in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Silgan Holdings position peaked at $5K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held Silgan Holdings as of Q4 2018.

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