APP
SRG

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

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
EC
EMS Capital New York $944M AUM 17.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
GL
Governors Lane New York $1.2B AUM 26.21% 1-Year Est. Return

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

Avantax Planning Partners sold out of Seritage Growth Properties (SRG) in Q4 2018, closing a stake of 79 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in SRG in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 133 funds tracked by Wall St. Rank hold SRG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Seritage Growth Properties position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 79 Seritage Growth Properties shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Seritage Growth Properties in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Seritage Growth Properties position peaked at $4K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q4 2018.

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