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Avantax Planning Partners’s Hyatt Hotels H Stock Holding History

Avantax Planning Partners’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$8K – 654
2018
Q3 		$8K Buy
+100
New +$7.86K ﹤0.01% 938
2018
Q2 		– Sell
-121
Closed -$9K – 730
2018
Q1 		$9K Buy
+121
New +$9.5K ﹤0.01% 1094

Other funds holding H

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

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

Avantax Planning Partners sold out of Hyatt Hotels (H) in Q4 2018, closing a stake of 100 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in H in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 223 funds tracked by Wall St. Rank hold H as of Q4 2018.

  • Avantax Planning Partners reported no remaining Hyatt Hotels position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 Hyatt Hotels shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in Hyatt Hotels in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Hyatt Hotels position peaked at $9K in Q1 2018.
  • 223 funds tracked by Wall St. Rank held Hyatt Hotels as of Q4 2018.

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