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Avantax Planning Partners’s SS&C Technologies SSNC Stock Holding History

Avantax Planning Partners’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-135
Closed -$8K – 1070
2018
Q3 		$8K Buy
+135
New +$7.49K ﹤0.01% 949
2018
Q2 		– Sell
-190
Closed -$10K – 1305
2018
Q1 		$10K Buy
+190
New +$9.42K ﹤0.01% 1064

Other funds holding SSNC

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Avantax Planning Partners sold out of SS&C Technologies (SSNC) in Q4 2018, closing a stake of 135 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in SSNC in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 378 funds tracked by Wall St. Rank hold SSNC as of Q4 2018.

  • Avantax Planning Partners reported no remaining SS&C Technologies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 135 SS&C Technologies shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in SS&C Technologies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's SS&C Technologies position peaked at $10K in Q1 2018.
  • 378 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2018.

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