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Avantax Planning Partners’s Standex International SXI Stock Holding History

Avantax Planning Partners’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7
Closed – – 1324
2018
Q1 		$0 Buy
+7
New +$701 ﹤0.01% 1864

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SAM
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Dimensional Fund Advisors
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HA
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Planning Partners's SXI Position: Q2 2018 in Review

Avantax Planning Partners sold out of Standex International (SXI) in Q2 2018, closing a stake of 7 shares.

Avantax Planning Partners first reported a position in SXI in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 165 funds tracked by Wall St. Rank hold SXI as of Q2 2018.

  • Avantax Planning Partners reported no remaining Standex International position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 7 Standex International shares in Q2 2018.
  • Avantax Planning Partners first reported a position in Standex International in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Standex International position peaked at $0 in Q1 2018.
  • 165 funds tracked by Wall St. Rank held Standex International as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.