APP
TRMB icon

Avantax Planning Partners’s Trimble TRMB Stock Holding History

Avantax Planning Partners’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-44
Closed -$2K – 1373
2018
Q1 		$2K Buy
+44
New +$1.77K ﹤0.01% 1633

Other funds holding TRMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

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

Avantax Planning Partners sold out of Trimble (TRMB) in Q2 2018, closing a stake of 44 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in TRMB in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 412 funds tracked by Wall St. Rank hold TRMB as of Q2 2018.

  • Avantax Planning Partners reported no remaining Trimble position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 44 Trimble shares in Q2 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Trimble in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Trimble position peaked at $2K in Q1 2018.
  • 412 funds tracked by Wall St. Rank held Trimble as of Q2 2018.

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