Avantax Planning Partners’s Seritage Growth Properties SRG Stock Holding History

Avantax Planning Partners’s Portfolio SRG Stock Details SRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-79	Closed	-$4K	–	1067
2018 Q3	$4K	Buy	+79	New	+$3.74K	﹤0.01%	1194
2018 Q2	–	Sell	-104	Closed	-$4K	–	1303
2018 Q1	$4K	Buy	+104	New	+$4.03K	﹤0.01%	1447

Other funds holding SRG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

EMS Capital New York $944M AUM 17.76% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Governors Lane New York $1.56B AUM 30.42% 1-Year Est. Return