Avantax Planning Partners’s VERITIV CORPORATION VRTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-65	Closed	-$2K	–	1272
2018 Q3	$2K	Buy	+65	New	+$2.79K	﹤0.01%	1378
2018 Q2	–	Sell	-7	Closed	–	–	1586
2018 Q1	$0	Buy	+7	New	+$213	﹤0.01%	1878

Other funds holding VRTV

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Avantax Planning Partners sold out of VERITIV CORPORATION (VRTV) in Q4 2018, closing a stake of 65 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in VRTV in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 181 funds tracked by Wall St. Rank hold VRTV as of Q4 2018.

Avantax Planning Partners reported no remaining VERITIV CORPORATION position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 65 VERITIV CORPORATION shares in Q4 2018, an estimated $2K.
Avantax Planning Partners first reported a position in VERITIV CORPORATION in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's VERITIV CORPORATION position peaked at $2K in Q3 2018.
181 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2018.

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