Avantax Planning Partners’s APA Corp APA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-400	Closed	-$1K	–	309
2018 Q1	$1K	Buy	+400	New	+$16.1K	﹤0.01%	1674

Other funds holding APA

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Avantax Planning Partners sold out of APA Corp (APA) in Q4 2018, closing a stake of 640 shares — an estimated $31K sold.

Avantax Planning Partners first reported a position in APA in Q1 2018 and held it in 2 quarters. The position peaked at $49K in Q1 2018. 640 funds tracked by Wall St. Rank hold APA as of Q4 2018.

Avantax Planning Partners reported no remaining APA Corp position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 640 APA Corp shares in Q4 2018, an estimated $31K.
Avantax Planning Partners first reported a position in APA Corp in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's APA Corp position peaked at $49K in Q1 2018.
640 funds tracked by Wall St. Rank held APA Corp as of Q4 2018.

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