Avantax Planning Partners’s Kroger KR Stock Holding History

Avantax Planning Partners’s Portfolio KR Stock Details KR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-7,882	Closed	-$217K	–	304
2018 Q4	$217K	Sell	7,882 -254	-3%	-$7.37K	0.02%	249
2018 Q3	$237K	Buy	8,136 +44	+0.5%	+$1.31K	0.02%	222
2018 Q2	$230K	Sell	8,092 -695	-8%	-$17.5K	0.02%	217
2018 Q1	$210K	Buy	8,787 +91	+1%	+$2.47K	0.02%	286
2017 Q4	$239K	Buy	+8,696	New	+$203K	0.02%	268
2017 Q3	–	Sell	-8,893	Closed	-$207K	–	370
2017 Q2	$207K	Buy	8,893 +397	+5%	+$11.3K	0.02%	323
2017 Q1	$251K	Buy	8,496 +391	+5%	+$12.5K	0.02%	265
2016 Q4	$280K	Buy	+8,105	New	+$264K	0.03%	234

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Planning Partners's KR Position: Q1 2019 in Review

Avantax Planning Partners sold out of Kroger (KR) in Q1 2019, closing a stake of 7,882 shares — an estimated $217K sold.

Avantax Planning Partners first reported a position in KR in Q4 2016 and held it in 8 quarters. The position peaked at $280K in Q4 2016. 777 funds tracked by Wall St. Rank hold KR as of Q1 2019.

Avantax Planning Partners reported no remaining Kroger position as of Q1 2019 after selling out during the quarter.
Avantax Planning Partners sold 7,882 Kroger shares in Q1 2019, an estimated $217K.
Avantax Planning Partners first reported a position in Kroger in Q4 2016 and held it in 8 quarters.
Avantax Planning Partners's Kroger position peaked at $280K in Q4 2016.
777 funds tracked by Wall St. Rank held Kroger as of Q1 2019.

Based on Avantax Planning Partners's 13F filing for Q1 2019, filed 8 May 2019.