APP
FOE

Avantax Planning Partners’s Ferro Corporation FOE Stock Holding History

Avantax Planning Partners’s Portfolio FOE Stock Details FOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-149
Closed -$3K – 1315
2018
Q3 		$3K Buy
+149
New +$3.3K ﹤0.01% 1296
2018
Q2 		– Sell
-150
Closed -$3K – 1642
2018
Q1 		$3K Buy
+150
New +$3.48K ﹤0.01% 1553

Other funds holding FOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Avantax Planning Partners sold out of Ferro Corporation (FOE) in Q4 2018, closing a stake of 149 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in FOE in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 184 funds tracked by Wall St. Rank hold FOE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Ferro Corporation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 149 Ferro Corporation shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Ferro Corporation in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Ferro Corporation position peaked at $3K in Q3 2018.
  • 184 funds tracked by Wall St. Rank held Ferro Corporation as of Q4 2018.

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