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Avantax Planning Partners’s Trupanion TRUP Stock Holding History

Avantax Planning Partners’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-41
Closed -$1K – 1379
2018
Q1 		$1K Buy
+41
New +$1.31K ﹤0.01% 1756

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BlackRock
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MGPI
Maveron General Partner III Seattle, Washington $46.7M AUM 35.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Avantax Planning Partners sold out of Trupanion (TRUP) in Q2 2018, closing a stake of 41 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in TRUP in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 155 funds tracked by Wall St. Rank hold TRUP as of Q2 2018.

  • Avantax Planning Partners reported no remaining Trupanion position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 41 Trupanion shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Trupanion in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Trupanion position peaked at $1K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held Trupanion as of Q2 2018.

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