Avantax Planning Partners’s Ovintiv OVV Stock Holding History

Avantax Planning Partners’s Portfolio OVV Stock Details OVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-979	Closed	-$64K	–	925
2018 Q3	$64K	Buy	+979	New	+$63.5K	0.01%	435
2018 Q2	–	Sell	-1,836	Closed	-$108K	–	1093
2018 Q1	$108K	Buy	+1,836	New	+$109K	0.01%	397

Other funds holding OVV

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Avantax Planning Partners sold out of Ovintiv (OVV) in Q4 2018, closing a stake of 979 shares — an estimated $64K sold.

Avantax Planning Partners first reported a position in OVV in Q1 2018 and held it in 2 quarters. The position peaked at $108K in Q1 2018. 391 funds tracked by Wall St. Rank hold OVV as of Q4 2018.

Avantax Planning Partners reported no remaining Ovintiv position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 979 Ovintiv shares in Q4 2018, an estimated $64K.
Avantax Planning Partners first reported a position in Ovintiv in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Ovintiv position peaked at $108K in Q1 2018.
391 funds tracked by Wall St. Rank held Ovintiv as of Q4 2018.

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