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Avantax Planning Partners’s Dover DOV Stock Holding History

Avantax Planning Partners’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-251
Closed -$22K – 505
2018
Q3 		$22K Buy
+251
New +$20.7K ﹤0.01% 671
2018
Q2 		– Sell
-227
Closed -$18K – 538
2018
Q1 		$18K Buy
+227
New +$18.6K ﹤0.01% 814

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of Dover (DOV) in Q4 2018, closing a stake of 251 shares — an estimated $22K sold.

Avantax Planning Partners first reported a position in DOV in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 689 funds tracked by Wall St. Rank hold DOV as of Q4 2018.

  • Avantax Planning Partners reported no remaining Dover position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 251 Dover shares in Q4 2018, an estimated $22K.
  • Avantax Planning Partners first reported a position in Dover in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Dover position peaked at $22K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held Dover as of Q4 2018.

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