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Avantax Planning Partners’s HF Sinclair DINO Stock Holding History

Avantax Planning Partners’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,658
Closed -$116K – 498
2018
Q3 		$116K Buy
+1,658
New +$117K 0.01% 318
2018
Q2 		– Sell
-1,175
Closed -$60K – 529
2018
Q1 		$60K Buy
+1,175
New +$55.9K 0.01% 496

Other funds holding DINO

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of HF Sinclair (DINO) in Q4 2018, closing a stake of 1,658 shares — an estimated $116K sold.

Avantax Planning Partners first reported a position in DINO in Q1 2018 and held it in 2 quarters. The position peaked at $116K in Q3 2018. 546 funds tracked by Wall St. Rank hold DINO as of Q4 2018.

  • Avantax Planning Partners reported no remaining HF Sinclair position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,658 HF Sinclair shares in Q4 2018, an estimated $116K.
  • Avantax Planning Partners first reported a position in HF Sinclair in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's HF Sinclair position peaked at $116K in Q3 2018.
  • 546 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2018.

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