Avantax Planning Partners’s Twin Disc TWIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-555	Closed	-$13K	–	1126
2018 Q3	$13K	Buy	+555	New	+$14.1K	﹤0.01%	819
2018 Q2	–	Sell	-400	Closed	-$9K	–	1390
2018 Q1	$9K	Buy	+400	New	+$10.4K	﹤0.01%	1118

Other funds holding TWIN

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Broadview Advisors Milwaukee, Wisconsin $324M AUM 0.76% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

Avantax Planning Partners sold out of Twin Disc (TWIN) in Q4 2018, closing a stake of 555 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in TWIN in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 67 funds tracked by Wall St. Rank hold TWIN as of Q4 2018.

Avantax Planning Partners reported no remaining Twin Disc position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 555 Twin Disc shares in Q4 2018, an estimated $13K.
Avantax Planning Partners first reported a position in Twin Disc in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Twin Disc position peaked at $13K in Q3 2018.
67 funds tracked by Wall St. Rank held Twin Disc as of Q4 2018.

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