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Avantax Planning Partners’s Standard Motor Products SMP Stock Holding History

Avantax Planning Partners’s Portfolio SMP Stock Details SMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-39
Closed -$2K – 1047
2018
Q3 		$2K Buy
+39
New +$1.93K ﹤0.01% 1361
2018
Q2 		– Sell
-106
Closed -$5K – 1283
2018
Q1 		$5K Buy
+106
New +$5.02K ﹤0.01% 1356

Other funds holding SMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

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

Avantax Planning Partners sold out of Standard Motor Products (SMP) in Q4 2018, closing a stake of 39 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in SMP in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 164 funds tracked by Wall St. Rank hold SMP as of Q4 2018.

  • Avantax Planning Partners reported no remaining Standard Motor Products position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 39 Standard Motor Products shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Standard Motor Products in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Standard Motor Products position peaked at $5K in Q1 2018.
  • 164 funds tracked by Wall St. Rank held Standard Motor Products as of Q4 2018.

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