APP
JAG

Avantax Planning Partners’s Jagged Peak Energy Inc. JAG Stock Holding History

Avantax Planning Partners’s Portfolio JAG Stock Details JAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-274
Closed -$4K – 1393
2018
Q3 		$4K Buy
+274
New +$3.71K ﹤0.01% 1221
2018
Q2 		– Sell
-275
Closed -$4K – 1742
2018
Q1 		$4K Buy
+275
New +$3.62K ﹤0.01% 1476

Other funds holding JAG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DBC
Deep Basin Capital Stamford, Connecticut $739M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of Jagged Peak Energy Inc. (JAG) in Q4 2018, closing a stake of 274 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in JAG in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 100 funds tracked by Wall St. Rank hold JAG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Jagged Peak Energy Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 274 Jagged Peak Energy Inc. shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Jagged Peak Energy Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Jagged Peak Energy Inc. position peaked at $4K in Q3 2018.
  • 100 funds tracked by Wall St. Rank held Jagged Peak Energy Inc. as of Q4 2018.

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