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Avantax Planning Partners’s TransUnion TRU Stock Holding History

Avantax Planning Partners’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-36
Closed -$2K – 1378
2018
Q1 		$2K Buy
+36
New +$2.08K ﹤0.01% 1634

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FCM
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TCM
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Avantax Planning Partners's TRU Position: Q2 2018 in Review

Avantax Planning Partners sold out of TransUnion (TRU) in Q2 2018, closing a stake of 36 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in TRU in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 342 funds tracked by Wall St. Rank hold TRU as of Q2 2018.

  • Avantax Planning Partners reported no remaining TransUnion position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 36 TransUnion shares in Q2 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in TransUnion in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's TransUnion position peaked at $2K in Q1 2018.
  • 342 funds tracked by Wall St. Rank held TransUnion as of Q2 2018.

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