APP
AEGN

Avantax Planning Partners’s Aegion Corp AEGN Stock Holding History

Avantax Planning Partners’s Portfolio AEGN Stock Details AEGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-379
Closed -$10K – 1350
2018
Q3 		$10K Buy
+379
New +$9.46K ﹤0.01% 895
2018
Q2 		– Sell
-180
Closed -$4K – 1685
2018
Q1 		$4K Buy
+180
New +$4.35K ﹤0.01% 1470

Other funds holding AEGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Avantax Planning Partners sold out of Aegion Corp (AEGN) in Q4 2018, closing a stake of 379 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in AEGN in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 142 funds tracked by Wall St. Rank hold AEGN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Aegion Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 379 Aegion Corp shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Aegion Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Aegion Corp position peaked at $10K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Aegion Corp as of Q4 2018.

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