Avantax Planning Partners’s BrightView Holdings BV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-603	Closed	-$10K	–	409
2018 Q3	$10K	Buy	+603	New	+$11.8K	﹤0.01%	870

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Avantax Planning Partners sold out of BrightView Holdings (BV) in Q4 2018, closing a stake of 603 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in BV in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 83 funds tracked by Wall St. Rank hold BV as of Q4 2018.

Avantax Planning Partners reported no remaining BrightView Holdings position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 603 BrightView Holdings shares in Q4 2018, an estimated $10K.
Avantax Planning Partners first reported a position in BrightView Holdings in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's BrightView Holdings position peaked at $10K in Q3 2018.
83 funds tracked by Wall St. Rank held BrightView Holdings as of Q4 2018.

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