APP
ESGR

Avantax Planning Partners’s Enstar Group ESGR Stock Holding History

Avantax Planning Partners’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-25
Closed -$5K – 550
2018
Q3 		$5K Buy
+25
New +$5.31K ﹤0.01% 1086
2018
Q2 		– Sell
-33
Closed -$7K – 592
2018
Q1 		$7K Buy
+33
New +$6.81K ﹤0.01% 1190

Other funds holding ESGR

HIM
Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Avantax Planning Partners sold out of Enstar Group (ESGR) in Q4 2018, closing a stake of 25 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in ESGR in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 151 funds tracked by Wall St. Rank hold ESGR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Enstar Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 25 Enstar Group shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Enstar Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Enstar Group position peaked at $7K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held Enstar Group as of Q4 2018.

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