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VMW

Avantax Planning Partners’s VMware, Inc VMW Stock Holding History

Avantax Planning Partners’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20
Closed -$3K – 1275
2018
Q3 		$3K Buy
+20
New +$3.06K ﹤0.01% 1292
2018
Q2 		– Sell
-37
Closed -$4K – 1588
2018
Q1 		$4K Buy
+37
New +$4.66K ﹤0.01% 1462

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Ninety One (UK)
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCAM
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Avantax Planning Partners sold out of VMware, Inc (VMW) in Q4 2018, closing a stake of 20 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in VMW in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 515 funds tracked by Wall St. Rank hold VMW as of Q4 2018.

  • Avantax Planning Partners reported no remaining VMware, Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 20 VMware, Inc shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in VMware, Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's VMware, Inc position peaked at $4K in Q1 2018.
  • 515 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2018.

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