Avantax Planning Partners’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-12	Closed	-$1K	–	1522
2018 Q1	$1K	Buy	+12	New	+$579	﹤0.01%	1772

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

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

Avantax Planning Partners sold out of Zillow (Z) in Q2 2018, closing a stake of 12 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in Z in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 269 funds tracked by Wall St. Rank hold Z as of Q2 2018.

Avantax Planning Partners reported no remaining Zillow position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 12 Zillow shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Zillow in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Zillow position peaked at $1K in Q1 2018.
269 funds tracked by Wall St. Rank held Zillow as of Q2 2018.

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