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Avantax Planning Partners’s Landstar System LSTR Stock Holding History

Avantax Planning Partners’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-64
Closed -$8K – 814
2018
Q3 		$8K Buy
+64
New +$7.41K ﹤0.01% 943
2018
Q2 		– Sell
-119
Closed -$13K – 930
2018
Q1 		$13K Buy
+119
New +$13K ﹤0.01% 939

Other funds holding LSTR

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Avantax Planning Partners sold out of Landstar System (LSTR) in Q4 2018, closing a stake of 64 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in LSTR in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 337 funds tracked by Wall St. Rank hold LSTR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Landstar System position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 64 Landstar System shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in Landstar System in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Landstar System position peaked at $13K in Q1 2018.
  • 337 funds tracked by Wall St. Rank held Landstar System as of Q4 2018.

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