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Avantax Planning Partners’s Ecovyst ECVT Stock Holding History

Avantax Planning Partners’s Portfolio ECVT Stock Details ECVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-248
Closed -$4K – 523
2018
Q3 		$4K Buy
+248
New +$4.39K ﹤0.01% 1155
2018
Q2 		– Sell
-249
Closed -$3K – 557
2018
Q1 		$3K Buy
+249
New +$3.74K ﹤0.01% 1501

Other funds holding ECVT

CC
CCMP Capital New York $185M AUM 5.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Avantax Planning Partners sold out of Ecovyst (ECVT) in Q4 2018, closing a stake of 248 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in ECVT in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 76 funds tracked by Wall St. Rank hold ECVT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Ecovyst position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 248 Ecovyst shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Ecovyst in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Ecovyst position peaked at $4K in Q3 2018.
  • 76 funds tracked by Wall St. Rank held Ecovyst as of Q4 2018.

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