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Avantax Planning Partners’s Healthcare Services Group HCSG Stock Holding History

Avantax Planning Partners’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-192
Closed -$8K – 740
2018
Q1 		$8K Buy
+192
New +$9.39K ﹤0.01% 1155

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Janus Henderson Group
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Neuberger Berman Group
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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Avantax Planning Partners's HCSG Position: Q2 2018 in Review

Avantax Planning Partners sold out of Healthcare Services Group (HCSG) in Q2 2018, closing a stake of 192 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in HCSG in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 304 funds tracked by Wall St. Rank hold HCSG as of Q2 2018.

  • Avantax Planning Partners reported no remaining Healthcare Services Group position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 192 Healthcare Services Group shares in Q2 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in Healthcare Services Group in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Healthcare Services Group position peaked at $8K in Q1 2018.
  • 304 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.