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Avantax Planning Partners’s Ubiquiti UI Stock Holding History

Avantax Planning Partners’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-30
Closed -$3K – 1138
2018
Q3 		$3K Buy
+30
New +$2.65K ﹤0.01% 1278
2018
Q2 		– Sell
-45
Closed -$3K – 1406
2018
Q1 		$3K Buy
+45
New +$3.21K ﹤0.01% 1541

Other funds holding UI

ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Avantax Planning Partners sold out of Ubiquiti (UI) in Q4 2018, closing a stake of 30 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in UI in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 207 funds tracked by Wall St. Rank hold UI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Ubiquiti position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 30 Ubiquiti shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Ubiquiti in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Ubiquiti position peaked at $3K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2018.

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