APP
VC icon

Avantax Planning Partners’s Visteon VC Stock Holding History

Avantax Planning Partners’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-64
Closed -$6K – 1154
2018
Q3 		$6K Buy
+64
New +$7.4K ﹤0.01% 1056
2018
Q2 		– Sell
-136
Closed -$15K – 1429
2018
Q1 		$15K Buy
+136
New +$17K ﹤0.01% 904

Other funds holding VC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Avantax Planning Partners sold out of Visteon (VC) in Q4 2018, closing a stake of 64 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in VC in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2018. 248 funds tracked by Wall St. Rank hold VC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Visteon position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 64 Visteon shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Visteon in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Visteon position peaked at $15K in Q1 2018.
  • 248 funds tracked by Wall St. Rank held Visteon as of Q4 2018.

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