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Avantax Planning Partners’s Lamb Weston LW Stock Holding History

Avantax Planning Partners’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,374
Closed -$158K – 818
2018
Q3 		$158K Buy
+2,374
New +$163K 0.01% 266
2018
Q2 		– Sell
-2,042
Closed -$119K – 935
2018
Q1 		$119K Buy
+2,042
New +$116K 0.01% 382
2017
Q4 		– Sell
-5,617
Closed -$263K – 336
2017
Q3 		$263K Sell
5,617
-1,381
-20% -$62K 0.02% 305
2017
Q2 		$308K Buy
6,998
+256
+4% +$11.2K 0.03% 248
2017
Q1 		$284K Sell
6,742
-79
-1% -$3.12K 0.03% 249
2016
Q4 		$258K Buy
+6,821
New +$233K 0.03% 243

Other funds holding LW

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Avantax Planning Partners sold out of Lamb Weston (LW) in Q4 2018, closing a stake of 2,374 shares — an estimated $158K sold.

Avantax Planning Partners first reported a position in LW in Q4 2016 and held it in 6 quarters. The position peaked at $308K in Q2 2017. 614 funds tracked by Wall St. Rank hold LW as of Q4 2018.

  • Avantax Planning Partners reported no remaining Lamb Weston position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,374 Lamb Weston shares in Q4 2018, an estimated $158K.
  • Avantax Planning Partners first reported a position in Lamb Weston in Q4 2016 and held it in 6 quarters.
  • Avantax Planning Partners's Lamb Weston position peaked at $308K in Q2 2017.
  • 614 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2018.

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