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VMRK

Avantax Planning Partners’s Vivmark Residential VMRK Stock Holding History

Avantax Planning Partners’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-34
Closed -$2K – 546
2018
Q3 		$2K Buy
+34
New +$2.25K ﹤0.01% 1330
2018
Q2 		– Sell
-34
Closed -$2K – 587
2018
Q1 		$2K Buy
+34
New +$2.02K ﹤0.01% 1591

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avantax Planning Partners sold out of Vivmark Residential (VMRK) in Q4 2018, closing a stake of 34 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in VMRK in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 545 funds tracked by Wall St. Rank hold VMRK as of Q4 2018.

  • Avantax Planning Partners reported no remaining Vivmark Residential position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 34 Vivmark Residential shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Vivmark Residential in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Vivmark Residential position peaked at $2K in Q3 2018.
  • 545 funds tracked by Wall St. Rank held Vivmark Residential as of Q4 2018.

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