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Avantax Planning Partners’s Quaker Houghton KWR Stock Holding History

Avantax Planning Partners’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-52
Closed -$11K – 789
2018
Q3 		$11K Buy
+52
New +$9.09K ﹤0.01% 856
2018
Q2 		– Sell
-127
Closed -$19K – 900
2018
Q1 		$19K Buy
+127
New +$19.2K ﹤0.01% 793

Other funds holding KWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Avantax Planning Partners sold out of Quaker Houghton (KWR) in Q4 2018, closing a stake of 52 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in KWR in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2018. 218 funds tracked by Wall St. Rank hold KWR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Quaker Houghton position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 52 Quaker Houghton shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in Quaker Houghton in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Quaker Houghton position peaked at $19K in Q1 2018.
  • 218 funds tracked by Wall St. Rank held Quaker Houghton as of Q4 2018.

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