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Avantax Planning Partners’s Ametek AME Stock Holding History

Avantax Planning Partners’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-79
Closed -$6K – 319
2018
Q3 		$6K Buy
+79
New +$6.05K ﹤0.01% 1010
2018
Q2 		– Sell
-124
Closed -$9K – 292
2018
Q1 		$9K Buy
+124
New +$9.42K ﹤0.01% 1082

Other funds holding AME

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Avantax Planning Partners sold out of Ametek (AME) in Q4 2018, closing a stake of 79 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in AME in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 595 funds tracked by Wall St. Rank hold AME as of Q4 2018.

  • Avantax Planning Partners reported no remaining Ametek position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 79 Ametek shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Ametek in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Ametek position peaked at $9K in Q1 2018.
  • 595 funds tracked by Wall St. Rank held Ametek as of Q4 2018.

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