Avantax Planning Partners’s PTC PTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,092	Closed	-$116K	–	975
2018 Q3	$116K	Buy	+1,092	New	+$107K	0.01%	320
2018 Q2	–	Sell	-1,365	Closed	-$106K	–	1167
2018 Q1	$106K	Buy	+1,365	New	+$99.6K	0.01%	401

Other funds holding PTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Avantax Planning Partners sold out of PTC (PTC) in Q4 2018, closing a stake of 1,092 shares — an estimated $116K sold.

Avantax Planning Partners first reported a position in PTC in Q1 2018 and held it in 2 quarters. The position peaked at $116K in Q3 2018. 409 funds tracked by Wall St. Rank hold PTC as of Q4 2018.

Avantax Planning Partners reported no remaining PTC position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,092 PTC shares in Q4 2018, an estimated $116K.
Avantax Planning Partners first reported a position in PTC in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's PTC position peaked at $116K in Q3 2018.
409 funds tracked by Wall St. Rank held PTC as of Q4 2018.

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