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Avantax Planning Partners’s TransDigm Group TDG Stock Holding History

Avantax Planning Partners’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$74K – 1091
2018
Q3 		$74K Buy
+200
New +$72K 0.01% 401
2018
Q2 		– Sell
-36
Closed -$11K – 1334
2018
Q1 		$11K Buy
+36
New +$10.6K ﹤0.01% 1014

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Avantax Planning Partners sold out of TransDigm Group (TDG) in Q4 2018, closing a stake of 200 shares — an estimated $74K sold.

Avantax Planning Partners first reported a position in TDG in Q1 2018 and held it in 2 quarters. The position peaked at $74K in Q3 2018. 488 funds tracked by Wall St. Rank hold TDG as of Q4 2018.

  • Avantax Planning Partners reported no remaining TransDigm Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 200 TransDigm Group shares in Q4 2018, an estimated $74K.
  • Avantax Planning Partners first reported a position in TransDigm Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's TransDigm Group position peaked at $74K in Q3 2018.
  • 488 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2018.

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