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Avantax Planning Partners’s Kohl's KSS Stock Holding History

Avantax Planning Partners’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-215
Closed -$16K – 787
2018
Q3 		$16K Buy
+215
New +$16.3K ﹤0.01% 756
2018
Q2 		– Sell
-164
Closed -$10K – 899
2018
Q1 		$10K Buy
+164
New +$10.4K ﹤0.01% 1050

Other funds holding KSS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Avantax Planning Partners sold out of Kohl's (KSS) in Q4 2018, closing a stake of 215 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in KSS in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 632 funds tracked by Wall St. Rank hold KSS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Kohl's position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 215 Kohl's shares in Q4 2018, an estimated $16K.
  • Avantax Planning Partners first reported a position in Kohl's in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Kohl's position peaked at $16K in Q3 2018.
  • 632 funds tracked by Wall St. Rank held Kohl's as of Q4 2018.

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