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Avantax Planning Partners’s Essent Group ESNT Stock Holding History

Avantax Planning Partners’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-197
Closed -$9K – 551
2018
Q3 		$9K Buy
+197
New +$8.08K ﹤0.01% 904
2018
Q2 		– Sell
-198
Closed -$8K – 593
2018
Q1 		$8K Buy
+198
New +$8.98K ﹤0.01% 1150

Other funds holding ESNT

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Avantax Planning Partners sold out of Essent Group (ESNT) in Q4 2018, closing a stake of 197 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in ESNT in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 255 funds tracked by Wall St. Rank hold ESNT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Essent Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 197 Essent Group shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Essent Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Essent Group position peaked at $9K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Essent Group as of Q4 2018.

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