APP
INWK

Avantax Planning Partners’s InnerWorkings, Inc. INWK Stock Holding History

Avantax Planning Partners’s Portfolio INWK Stock Details INWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-275
Closed -$2K – 1371
2018
Q3 		$2K Buy
+275
New +$2.16K ﹤0.01% 1391
2018
Q2 		– Sell
-275
Closed -$2K – 1718
2018
Q1 		$2K Buy
+275
New +$2.6K ﹤0.01% 1655

Other funds holding INWK

ACH
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Avantax Planning Partners sold out of InnerWorkings, Inc. (INWK) in Q4 2018, closing a stake of 275 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in INWK in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 102 funds tracked by Wall St. Rank hold INWK as of Q4 2018.

  • Avantax Planning Partners reported no remaining InnerWorkings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 275 InnerWorkings, Inc. shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in InnerWorkings, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's InnerWorkings, Inc. position peaked at $2K in Q3 2018.
  • 102 funds tracked by Wall St. Rank held InnerWorkings, Inc. as of Q4 2018.

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