APP
PTR

Avantax Planning Partners’s PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) PTR Stock Holding History

Avantax Planning Partners’s Portfolio PTR Stock Details PTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-70
Closed -$6K – 1304
2018
Q3 		$6K Buy
+70
New +$5.22K ﹤0.01% 1063
2018
Q2 		– Sell
-337
Closed -$24K – 1628
2018
Q1 		$24K Buy
+337
New +$24.3K ﹤0.01% 719

Other funds holding PTR

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Avantax Planning Partners sold out of PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) (PTR) in Q4 2018, closing a stake of 70 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in PTR in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 127 funds tracked by Wall St. Rank hold PTR as of Q4 2018.

  • Avantax Planning Partners reported no remaining PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 70 PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) position peaked at $24K in Q1 2018.
  • 127 funds tracked by Wall St. Rank held PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES) as of Q4 2018.

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