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Avantax Planning Partners’s Forum Energy Technologies FET Stock Holding History

Avantax Planning Partners’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10
Closed -$2K – 586
2018
Q3 		$2K Buy
+10
New +$2.36K ﹤0.01% 1333
2018
Q2 		– Sell
-22
Closed -$5K – 637
2018
Q1 		$5K Buy
+22
New +$6.13K ﹤0.01% 1314

Other funds holding FET

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Forum Energy Technologies (FET) in Q4 2018, closing a stake of 10 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in FET in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 132 funds tracked by Wall St. Rank hold FET as of Q4 2018.

  • Avantax Planning Partners reported no remaining Forum Energy Technologies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 10 Forum Energy Technologies shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Forum Energy Technologies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Forum Energy Technologies position peaked at $5K in Q1 2018.
  • 132 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q4 2018.

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