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Avantax Planning Partners’s inTEST INTT Stock Holding History

Avantax Planning Partners’s Portfolio INTT Stock Details INTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$4K – 729
2018
Q3 		$4K Buy
+500
New +$4.04K ﹤0.01% 1169
2018
Q2 		– Sell
-500
Closed -$3K – 824
2018
Q1 		$3K Buy
+500
New +$4.12K ﹤0.01% 1514

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Avantax Planning Partners sold out of inTEST (INTT) in Q4 2018, closing a stake of 500 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in INTT in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 49 funds tracked by Wall St. Rank hold INTT as of Q4 2018.

  • Avantax Planning Partners reported no remaining inTEST position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 500 inTEST shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in inTEST in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's inTEST position peaked at $4K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held inTEST as of Q4 2018.

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