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Avantax Planning Partners’s Huron Consulting HURN Stock Holding History

Avantax Planning Partners’s Portfolio HURN Stock Details HURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-79
Closed -$4K – 690
2018
Q3 		$4K Buy
+79
New +$3.69K ﹤0.01% 1166
2018
Q2 		– Sell
-95
Closed -$4K – 778
2018
Q1 		$4K Buy
+95
New +$3.74K ﹤0.01% 1421

Other funds holding HURN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Avantax Planning Partners sold out of Huron Consulting (HURN) in Q4 2018, closing a stake of 79 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in HURN in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 120 funds tracked by Wall St. Rank hold HURN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Huron Consulting position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 79 Huron Consulting shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Huron Consulting in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Huron Consulting position peaked at $4K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Huron Consulting as of Q4 2018.

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