Avantax Planning Partners’s Everest Group EG Stock Holding History

Avantax Planning Partners’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-23	Closed	-$6K	–	562
2018 Q1	$6K	Buy	+23	New	+$5.52K	﹤0.01%	1252

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's EG Position: Q2 2018 in Review

Avantax Planning Partners sold out of Everest Group (EG) in Q2 2018, closing a stake of 23 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in EG in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 439 funds tracked by Wall St. Rank hold EG as of Q2 2018.

Avantax Planning Partners reported no remaining Everest Group position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 23 Everest Group shares in Q2 2018, an estimated $6K.
Avantax Planning Partners first reported a position in Everest Group in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Everest Group position peaked at $6K in Q1 2018.
439 funds tracked by Wall St. Rank held Everest Group as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.