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Avantax Planning Partners’s Chart Industries GTLS Stock Holding History

Avantax Planning Partners’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-129
Closed -$10K – 651
2018
Q3 		$10K Buy
+129
New +$9.55K ﹤0.01% 874
2018
Q2 		– Sell
-169
Closed -$10K – 725
2018
Q1 		$10K Buy
+169
New +$9.09K ﹤0.01% 1048

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Avantax Planning Partners sold out of Chart Industries (GTLS) in Q4 2018, closing a stake of 129 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in GTLS in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 217 funds tracked by Wall St. Rank hold GTLS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Chart Industries position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 129 Chart Industries shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Chart Industries in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Chart Industries position peaked at $10K in Q3 2018.
  • 217 funds tracked by Wall St. Rank held Chart Industries as of Q4 2018.

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