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Avantax Planning Partners’s Mohawk Industries MHK Stock Holding History

Avantax Planning Partners’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-68
Closed -$12K – 839
2018
Q3 		$12K Buy
+68
New +$13.3K ﹤0.01% 830
2018
Q2 		– Sell
-97
Closed -$22K – 971
2018
Q1 		$22K Buy
+97
New +$25K ﹤0.01% 750

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avantax Planning Partners sold out of Mohawk Industries (MHK) in Q4 2018, closing a stake of 68 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in MHK in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 480 funds tracked by Wall St. Rank hold MHK as of Q4 2018.

  • Avantax Planning Partners reported no remaining Mohawk Industries position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 68 Mohawk Industries shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Mohawk Industries in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Mohawk Industries position peaked at $22K in Q1 2018.
  • 480 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2018.

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