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Avantax Planning Partners’s MarineMax HZO Stock Holding History

Avantax Planning Partners’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-892
Closed -$19K – 695
2018
Q3 		$19K Buy
+892
New +$18.6K ﹤0.01% 717
2018
Q2 		– Sell
-995
Closed -$19K – 785
2018
Q1 		$19K Buy
+995
New +$20.5K ﹤0.01% 791

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

Avantax Planning Partners sold out of MarineMax (HZO) in Q4 2018, closing a stake of 892 shares — an estimated $19K sold.

Avantax Planning Partners first reported a position in HZO in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q3 2018. 168 funds tracked by Wall St. Rank hold HZO as of Q4 2018.

  • Avantax Planning Partners reported no remaining MarineMax position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 892 MarineMax shares in Q4 2018, an estimated $19K.
  • Avantax Planning Partners first reported a position in MarineMax in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's MarineMax position peaked at $19K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held MarineMax as of Q4 2018.

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