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Avantax Planning Partners’s Bright Horizons BFAM Stock Holding History

Avantax Planning Partners’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-38
Closed -$4K – 373
2018
Q3 		$4K Buy
+38
New +$4.29K ﹤0.01% 1143
2018
Q2 		– Sell
-78
Closed -$8K – 365
2018
Q1 		$8K Buy
+78
New +$7.58K ﹤0.01% 1140

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Select Equity Group
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JP Morgan Chase
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Avantax Planning Partners's BFAM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Bright Horizons (BFAM) in Q4 2018, closing a stake of 38 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in BFAM in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 303 funds tracked by Wall St. Rank hold BFAM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Bright Horizons position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 38 Bright Horizons shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Bright Horizons in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Bright Horizons position peaked at $8K in Q1 2018.
  • 303 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2018.

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