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Avantax Planning Partners’s Nice NICE Stock Holding History

Avantax Planning Partners’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-120
Closed -$14K – 877
2018
Q3 		$14K Buy
+120
New +$13.4K ﹤0.01% 792
2018
Q2 		– Sell
-120
Closed -$11K – 1031
2018
Q1 		$11K Buy
+120
New +$11.2K ﹤0.01% 1000

Other funds holding NICE

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Avantax Planning Partners sold out of Nice (NICE) in Q4 2018, closing a stake of 120 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in NICE in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 234 funds tracked by Wall St. Rank hold NICE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Nice position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 120 Nice shares in Q4 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in Nice in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Nice position peaked at $14K in Q3 2018.
  • 234 funds tracked by Wall St. Rank held Nice as of Q4 2018.

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