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Avantax Planning Partners’s SLM Corp SLM Stock Holding History

Avantax Planning Partners’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,459
Closed -$16K – 1043
2018
Q3 		$16K Buy
+1,459
New +$16.9K ﹤0.01% 761
2018
Q2 		– Sell
-1,494
Closed -$17K – 1278
2018
Q1 		$17K Buy
+1,494
New +$16.8K ﹤0.01% 844

Other funds holding SLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Avantax Planning Partners sold out of SLM Corp (SLM) in Q4 2018, closing a stake of 1,459 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in SLM in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 294 funds tracked by Wall St. Rank hold SLM as of Q4 2018.

  • Avantax Planning Partners reported no remaining SLM Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,459 SLM Corp shares in Q4 2018, an estimated $16K.
  • Avantax Planning Partners first reported a position in SLM Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's SLM Corp position peaked at $17K in Q1 2018.
  • 294 funds tracked by Wall St. Rank held SLM Corp as of Q4 2018.

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