APP
EC icon

Avantax Planning Partners’s Ecopetrol EC Stock Holding History

Avantax Planning Partners’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$13K – 521
2018
Q3 		$13K Buy
+500
New +$11.1K ﹤0.01% 808

Other funds holding EC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Avantax Planning Partners sold out of Ecopetrol (EC) in Q4 2018, closing a stake of 500 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in EC in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 166 funds tracked by Wall St. Rank hold EC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Ecopetrol position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 500 Ecopetrol shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Ecopetrol in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Ecopetrol position peaked at $13K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2018.

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