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Avantax Planning Partners’s Icahn Enterprises IEP Stock Holding History

Avantax Planning Partners’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-431
Closed -$30K – 706
2018
Q3 		$30K Buy
+431
New +$32K ﹤0.01% 609
2018
Q2 		– Sell
-431
Closed -$25K – 802
2018
Q1 		$25K Buy
+431
New +$24.6K ﹤0.01% 699

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Avantax Planning Partners sold out of Icahn Enterprises (IEP) in Q4 2018, closing a stake of 431 shares — an estimated $30K sold.

Avantax Planning Partners first reported a position in IEP in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 103 funds tracked by Wall St. Rank hold IEP as of Q4 2018.

  • Avantax Planning Partners reported no remaining Icahn Enterprises position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 431 Icahn Enterprises shares in Q4 2018, an estimated $30K.
  • Avantax Planning Partners first reported a position in Icahn Enterprises in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Icahn Enterprises position peaked at $30K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2018.

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