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Avantax Planning Partners’s Evolent Health EVH Stock Holding History

Avantax Planning Partners’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-98
Closed -$3K – 558
2018
Q3 		$3K Buy
+98
New +$2.34K ﹤0.01% 1244
2018
Q2 		– Sell
-128
Closed -$2K – 600
2018
Q1 		$2K Buy
+128
New +$1.83K ﹤0.01% 1592

Other funds holding EVH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Avantax Planning Partners sold out of Evolent Health (EVH) in Q4 2018, closing a stake of 98 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in EVH in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 186 funds tracked by Wall St. Rank hold EVH as of Q4 2018.

  • Avantax Planning Partners reported no remaining Evolent Health position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 98 Evolent Health shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Evolent Health in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Evolent Health position peaked at $3K in Q3 2018.
  • 186 funds tracked by Wall St. Rank held Evolent Health as of Q4 2018.

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