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Avantax Planning Partners’s Kosmos Energy KOS Stock Holding History

Avantax Planning Partners’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-410
Closed -$4K – 783
2018
Q3 		$4K Buy
+410
New +$3.46K ﹤0.01% 1176
2018
Q2 		– Sell
-412
Closed -$3K – 893
2018
Q1 		$3K Buy
+412
New +$2.58K ﹤0.01% 1520

Other funds holding KOS

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Avantax Planning Partners sold out of Kosmos Energy (KOS) in Q4 2018, closing a stake of 410 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in KOS in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 147 funds tracked by Wall St. Rank hold KOS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Kosmos Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 410 Kosmos Energy shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Kosmos Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Kosmos Energy position peaked at $4K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held Kosmos Energy as of Q4 2018.

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