Commonwealth Equity Services’s U.S. Tax Reform Fund TAXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-13,824
Closed -$318K 2914
2018
Q3
$318K Buy
+13,824
New +$318K ﹤0.01% 2125

Commonwealth Equity Services's TAXR Position: Q4 2018 in Review

Commonwealth Equity Services sold out of U.S. Tax Reform Fund (TAXR) in Q4 2018, closing a stake of 13,824 shares — an estimated $318K sold.

Commonwealth Equity Services first reported a position in TAXR in Q3 2018 and held it in 1 quarter. The position peaked at $318K in Q3 2018. 0 funds tracked by Wall St. Rank hold TAXR as of Q4 2018.

  • Commonwealth Equity Services reported no remaining U.S. Tax Reform Fund position as of Q4 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 13,824 U.S. Tax Reform Fund shares in Q4 2018, an estimated $318K.
  • Commonwealth Equity Services first reported a position in U.S. Tax Reform Fund in Q3 2018 and held it in 1 quarter.
  • Commonwealth Equity Services's U.S. Tax Reform Fund position peaked at $318K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held U.S. Tax Reform Fund as of Q4 2018.

Based on Commonwealth Equity Services's 13F filing for Q4 2018, filed 11 Feb 2019.