Avantax Planning Partners’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-716	Closed	-$60K	–	1073
2018 Q3	$60K	Buy	+716	New	+$62.9K	﹤0.01%	443
2018 Q2	–	Sell	-857	Closed	-$86K	–	1310
2018 Q1	$86K	Buy	+857	New	+$89.8K	0.01%	435

Other funds holding STT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Avantax Planning Partners sold out of State Street (STT) in Q4 2018, closing a stake of 716 shares — an estimated $60K sold.

Avantax Planning Partners first reported a position in STT in Q1 2018 and held it in 2 quarters. The position peaked at $86K in Q1 2018. 819 funds tracked by Wall St. Rank hold STT as of Q4 2018.

Avantax Planning Partners reported no remaining State Street position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 716 State Street shares in Q4 2018, an estimated $60K.
Avantax Planning Partners first reported a position in State Street in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's State Street position peaked at $86K in Q1 2018.
819 funds tracked by Wall St. Rank held State Street as of Q4 2018.

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