APP
TXNM

Avantax Planning Partners’s TXNM Energy Inc TXNM Stock Holding History

Avantax Planning Partners’s Portfolio TXNM Stock Details TXNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-38,010
Closed -$1.41M – 353
2017
Q1 		$1.41M Sell
38,010
-1,373
-3% -$48.6K 0.13% 72
2016
Q4 		$1.35M Buy
+39,383
New +$1.28M 0.14% 67

Other funds holding TXNM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's TXNM Position: Q2 2017 in Review

Avantax Planning Partners sold out of TXNM Energy Inc (TXNM) in Q2 2017, closing a stake of 38,010 shares — an estimated $1.41M sold.

Avantax Planning Partners first reported a position in TXNM in Q4 2016 and held it in 2 quarters. The position peaked at $1.41M in Q1 2017. 224 funds tracked by Wall St. Rank hold TXNM as of Q2 2017.

  • Avantax Planning Partners reported no remaining TXNM Energy Inc position as of Q2 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 38,010 TXNM Energy Inc shares in Q2 2017, an estimated $1.41M.
  • Avantax Planning Partners first reported a position in TXNM Energy Inc in Q4 2016 and held it in 2 quarters.
  • Avantax Planning Partners's TXNM Energy Inc position peaked at $1.41M in Q1 2017.
  • 224 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2017.

Based on Avantax Planning Partners's 13F filing for Q2 2017, filed 27 Jul 2017.