Avantax Planning Partners’s Validus Hold Ltd VR Stock Holding History

Avantax Planning Partners’s Portfolio VR Stock Details VR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-115	Closed	-$8K	–	1832
2018 Q1	$8K	Buy	+115	New	+$7.24K	﹤0.01%	1176

Other funds holding VR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Planning Partners's VR Position: Q2 2018 in Review

Avantax Planning Partners sold out of Validus Hold Ltd (VR) in Q2 2018, closing a stake of 115 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in VR in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 214 funds tracked by Wall St. Rank hold VR as of Q2 2018.

Avantax Planning Partners reported no remaining Validus Hold Ltd position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 115 Validus Hold Ltd shares in Q2 2018, an estimated $8K.
Avantax Planning Partners first reported a position in Validus Hold Ltd in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Validus Hold Ltd position peaked at $8K in Q1 2018.
214 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.