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Avantax Planning Partners’s Lennox International LII Stock Holding History

Avantax Planning Partners’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-25
Closed -$5K – 806
2018
Q3 		$5K Buy
+25
New +$5.45K ﹤0.01% 1096
2018
Q2 		– Sell
-24
Closed -$5K – 920
2018
Q1 		$5K Buy
+24
New +$4.99K ﹤0.01% 1325

Other funds holding LII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avantax Planning Partners sold out of Lennox International (LII) in Q4 2018, closing a stake of 25 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in LII in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 367 funds tracked by Wall St. Rank hold LII as of Q4 2018.

  • Avantax Planning Partners reported no remaining Lennox International position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 25 Lennox International shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Lennox International in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Lennox International position peaked at $5K in Q3 2018.
  • 367 funds tracked by Wall St. Rank held Lennox International as of Q4 2018.

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