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Avantax Planning Partners’s EPAM Systems EPAM Stock Holding History

Avantax Planning Partners’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-56
Closed -$8K – 540
2018
Q3 		$8K Buy
+56
New +$7.54K ﹤0.01% 935
2018
Q2 		– Sell
-16
Closed -$2K – 582
2018
Q1 		$2K Buy
+16
New +$1.83K ﹤0.01% 1590

Other funds holding EPAM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avantax Planning Partners sold out of EPAM Systems (EPAM) in Q4 2018, closing a stake of 56 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in EPAM in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 311 funds tracked by Wall St. Rank hold EPAM as of Q4 2018.

  • Avantax Planning Partners reported no remaining EPAM Systems position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 56 EPAM Systems shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in EPAM Systems in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's EPAM Systems position peaked at $8K in Q3 2018.
  • 311 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2018.

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