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Avantax Planning Partners’s Omega Healthcare OHI Stock Holding History

Avantax Planning Partners’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-833
Closed -$27K – 909
2018
Q3 		$27K Buy
+833
New +$26.5K ﹤0.01% 630
2018
Q2 		– Sell
-889
Closed -$24K – 1072
2018
Q1 		$24K Buy
+889
New +$23.7K ﹤0.01% 713

Other funds holding OHI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avantax Planning Partners sold out of Omega Healthcare (OHI) in Q4 2018, closing a stake of 833 shares — an estimated $27K sold.

Avantax Planning Partners first reported a position in OHI in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q3 2018. 459 funds tracked by Wall St. Rank hold OHI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Omega Healthcare position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 833 Omega Healthcare shares in Q4 2018, an estimated $27K.
  • Avantax Planning Partners first reported a position in Omega Healthcare in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Omega Healthcare position peaked at $27K in Q3 2018.
  • 459 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2018.

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