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Avantax Planning Partners’s Cenovus Energy CVE Stock Holding History

Avantax Planning Partners’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,238
Closed -$43K – 475
2018
Q3 		$43K Buy
+4,238
New +$41.4K ﹤0.01% 520
2018
Q2 		– Sell
-4,038
Closed -$34K – 502
2018
Q1 		$34K Buy
+4,038
New +$35.6K ﹤0.01% 605

Other funds holding CVE

C
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cenovus Energy (CVE) in Q4 2018, closing a stake of 4,238 shares — an estimated $43K sold.

Avantax Planning Partners first reported a position in CVE in Q1 2018 and held it in 2 quarters. The position peaked at $43K in Q3 2018. 256 funds tracked by Wall St. Rank hold CVE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Cenovus Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 4,238 Cenovus Energy shares in Q4 2018, an estimated $43K.
  • Avantax Planning Partners first reported a position in Cenovus Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Cenovus Energy position peaked at $43K in Q3 2018.
  • 256 funds tracked by Wall St. Rank held Cenovus Energy as of Q4 2018.

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