Avantax Planning Partners’s TriMas Corp TRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-22	Closed	-$1K	–	1377
2018 Q1	$1K	Buy	+22	New	+$570	﹤0.01%	1755

Other funds holding TRS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Avantax Planning Partners sold out of TriMas Corp (TRS) in Q2 2018, closing a stake of 22 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in TRS in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 149 funds tracked by Wall St. Rank hold TRS as of Q2 2018.

Avantax Planning Partners reported no remaining TriMas Corp position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 22 TriMas Corp shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in TriMas Corp in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's TriMas Corp position peaked at $1K in Q1 2018.
149 funds tracked by Wall St. Rank held TriMas Corp as of Q2 2018.

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