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WBC

Avantax Planning Partners’s WABCO HOLDINGS INC. WBC Stock Holding History

Avantax Planning Partners’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-137
Closed -$17K – 1730
2018
Q1 		$17K Buy
+137
New +$19.8K ﹤0.01% 852

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Avantax Planning Partners sold out of WABCO HOLDINGS INC. (WBC) in Q2 2018, closing a stake of 137 shares — an estimated $17K sold.

Avantax Planning Partners first reported a position in WBC in Q1 2018 and held it in 1 quarter. The position peaked at $17K in Q1 2018. 352 funds tracked by Wall St. Rank hold WBC as of Q2 2018.

  • Avantax Planning Partners reported no remaining WABCO HOLDINGS INC. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 137 WABCO HOLDINGS INC. shares in Q2 2018, an estimated $17K.
  • Avantax Planning Partners first reported a position in WABCO HOLDINGS INC. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's WABCO HOLDINGS INC. position peaked at $17K in Q1 2018.
  • 352 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2018.

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