Avantax Planning Partners’s Penumbra PEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-22	Closed	-$3K	–	939
2018 Q3	$3K	Buy	+22	New	+$3.08K	﹤0.01%	1266
2018 Q2	–	Sell	-63	Closed	-$7K	–	1118
2018 Q1	$7K	Buy	+63	New	+$6.51K	﹤0.01%	1213

Other funds holding PEN

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Avantax Planning Partners sold out of Penumbra (PEN) in Q4 2018, closing a stake of 22 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in PEN in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 188 funds tracked by Wall St. Rank hold PEN as of Q4 2018.

Avantax Planning Partners reported no remaining Penumbra position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 22 Penumbra shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in Penumbra in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Penumbra position peaked at $7K in Q1 2018.
188 funds tracked by Wall St. Rank held Penumbra as of Q4 2018.

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