APP
ESTE

Avantax Planning Partners’s Earthstone Energy Inc. Class A Common Stock ESTE Stock Holding History

Avantax Planning Partners’s Portfolio ESTE Stock Details ESTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10
Closed – – 1454
2018
Q3 		$0 Buy
+10
New +$91 ﹤0.01% 1477
2018
Q2 		– Sell
-10
Closed – – 1846
2018
Q1 		$0 Buy
+10
New +$101 ﹤0.01% 1906

Other funds holding ESTE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Avantax Planning Partners sold out of Earthstone Energy Inc. Class A Common Stock (ESTE) in Q4 2018, closing a stake of 10 shares.

Avantax Planning Partners first reported a position in ESTE in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 67 funds tracked by Wall St. Rank hold ESTE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Earthstone Energy Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 10 Earthstone Energy Inc. Class A Common Stock shares in Q4 2018.
  • Avantax Planning Partners first reported a position in Earthstone Energy Inc. Class A Common Stock in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Earthstone Energy Inc. Class A Common Stock position peaked at $0 in Q3 2018.
  • 67 funds tracked by Wall St. Rank held Earthstone Energy Inc. Class A Common Stock as of Q4 2018.

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