APP
CEO

Avantax Planning Partners’s CNOOC Limited CEO Stock Holding History

Avantax Planning Partners’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-32
Closed -$6K – 1471
2018
Q3 		$6K Buy
+32
New +$5.43K ﹤0.01% 1068
2018
Q2 		– Sell
-72
Closed -$11K – 1876
2018
Q1 		$11K Buy
+72
New +$10.8K ﹤0.01% 1033

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Renaissance Technologies
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Dimensional Fund Advisors
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of CNOOC Limited (CEO) in Q4 2018, closing a stake of 32 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in CEO in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 209 funds tracked by Wall St. Rank hold CEO as of Q4 2018.

  • Avantax Planning Partners reported no remaining CNOOC Limited position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 32 CNOOC Limited shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in CNOOC Limited in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's CNOOC Limited position peaked at $11K in Q1 2018.
  • 209 funds tracked by Wall St. Rank held CNOOC Limited as of Q4 2018.

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