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Avantax Planning Partners’s PJT Partners PJT Stock Holding History

Avantax Planning Partners’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-224
Closed -$12K – 952
2018
Q3 		$12K Buy
+224
New +$12.6K ﹤0.01% 833
2018
Q2 		– Sell
-117
Closed -$6K – 1136
2018
Q1 		$6K Buy
+117
New +$5.64K ﹤0.01% 1279

Other funds holding PJT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of PJT Partners (PJT) in Q4 2018, closing a stake of 224 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in PJT in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 213 funds tracked by Wall St. Rank hold PJT as of Q4 2018.

  • Avantax Planning Partners reported no remaining PJT Partners position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 224 PJT Partners shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in PJT Partners in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's PJT Partners position peaked at $12K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held PJT Partners as of Q4 2018.

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