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Avantax Planning Partners’s Cabot Corp CBT Stock Holding History

Avantax Planning Partners’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-27
Closed -$2K – 422
2018
Q3 		$2K Buy
+27
New +$1.74K ﹤0.01% 1322
2018
Q2 		– Sell
-169
Closed -$9K – 429
2018
Q1 		$9K Buy
+169
New +$10.7K ﹤0.01% 1088

Other funds holding CBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cabot Corp (CBT) in Q4 2018, closing a stake of 27 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in CBT in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 297 funds tracked by Wall St. Rank hold CBT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Cabot Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 27 Cabot Corp shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Cabot Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Cabot Corp position peaked at $9K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held Cabot Corp as of Q4 2018.

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