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Avantax Planning Partners’s Post Holdings POST Stock Holding History

Avantax Planning Partners’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,993
Closed -$128K – 966
2018
Q3 		$128K Buy
+1,993
New +$122K 0.01% 297
2018
Q2 		– Sell
-1,977
Closed -$98K – 1151
2018
Q1 		$98K Buy
+1,977
New +$100K 0.01% 409

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Post Holdings (POST) in Q4 2018, closing a stake of 1,993 shares — an estimated $128K sold.

Avantax Planning Partners first reported a position in POST in Q1 2018 and held it in 2 quarters. The position peaked at $128K in Q3 2018. 327 funds tracked by Wall St. Rank hold POST as of Q4 2018.

  • Avantax Planning Partners reported no remaining Post Holdings position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,993 Post Holdings shares in Q4 2018, an estimated $128K.
  • Avantax Planning Partners first reported a position in Post Holdings in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Post Holdings position peaked at $128K in Q3 2018.
  • 327 funds tracked by Wall St. Rank held Post Holdings as of Q4 2018.

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