APP
ESL

Avantax Planning Partners’s Esterline Technologies ESL Stock Holding History

Avantax Planning Partners’s Portfolio ESL Stock Details ESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-21
Closed -$2K – 1425
2018
Q3 		$2K Buy
+21
New +$1.77K ﹤0.01% 1396
2018
Q2 		– Sell
-21
Closed -$2K – 1785
2018
Q1 		$2K Buy
+21
New +$1.56K ﹤0.01% 1660

Other funds holding ESL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

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

Avantax Planning Partners sold out of Esterline Technologies (ESL) in Q4 2018, closing a stake of 21 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in ESL in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 228 funds tracked by Wall St. Rank hold ESL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Esterline Technologies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 21 Esterline Technologies shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Esterline Technologies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Esterline Technologies position peaked at $2K in Q3 2018.
  • 228 funds tracked by Wall St. Rank held Esterline Technologies as of Q4 2018.

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