Avantax Planning Partners’s Charles River Laboratories CRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-25	Closed	-$3K	–	467
2018 Q3	$3K	Buy	+25	New	+$3.09K	﹤0.01%	1240
2018 Q2	–	Sell	-99	Closed	-$10K	–	487
2018 Q1	$10K	Buy	+99	New	+$10.7K	﹤0.01%	1041

Other funds holding CRL

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Avantax Planning Partners sold out of Charles River Laboratories (CRL) in Q4 2018, closing a stake of 25 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in CRL in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 407 funds tracked by Wall St. Rank hold CRL as of Q4 2018.

Avantax Planning Partners reported no remaining Charles River Laboratories position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 25 Charles River Laboratories shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in Charles River Laboratories in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Charles River Laboratories position peaked at $10K in Q1 2018.
407 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2018.

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