Avantax Planning Partners’s Vale S A VALE.P Stock Holding History

Avantax Planning Partners’s Portfolio VALE.P Stock Details VALE.P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-577	Closed	-$9K	–	1453
2018 Q3	$9K	Buy	+577	New	+$9K	﹤0.01%	928

Other funds holding VALE.P

QCG

Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return

LWM

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Avantax Planning Partners's VALE.P Position: Q4 2018 in Review

Avantax Planning Partners sold out of Vale S A (VALE.P) in Q4 2018, closing a stake of 577 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in VALE.P in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 2 funds tracked by Wall St. Rank hold VALE.P as of Q4 2018.

Avantax Planning Partners reported no remaining Vale S A position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 577 Vale S A shares in Q4 2018, an estimated $9K.
Avantax Planning Partners first reported a position in Vale S A in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's Vale S A position peaked at $9K in Q3 2018.
2 funds tracked by Wall St. Rank held Vale S A as of Q4 2018.

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