Avantax Planning Partners’s Under Armour UAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,500	Closed	-$32K	–	1130
2018 Q3	$32K	Buy	+1,500	New	+$31.2K	﹤0.01%	592
2018 Q2	–	Sell	-1,585	Closed	-$26K	–	1398
2018 Q1	$26K	Buy	+1,585	New	+$24.8K	﹤0.01%	690

Other funds holding UAA

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

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

Avantax Planning Partners sold out of Under Armour (UAA) in Q4 2018, closing a stake of 1,500 shares — an estimated $32K sold.

Avantax Planning Partners first reported a position in UAA in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q3 2018. 494 funds tracked by Wall St. Rank hold UAA as of Q4 2018.

Avantax Planning Partners reported no remaining Under Armour position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,500 Under Armour shares in Q4 2018, an estimated $32K.
Avantax Planning Partners first reported a position in Under Armour in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Under Armour position peaked at $32K in Q3 2018.
494 funds tracked by Wall St. Rank held Under Armour as of Q4 2018.

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