APP
REGI

Avantax Planning Partners’s Renewable Energy Group, Inc. REGI Stock Holding History

Avantax Planning Partners’s Portfolio REGI Stock Details REGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-98
Closed -$3K – 1468
2018
Q3 		$3K Buy
+98
New +$2.17K ﹤0.01% 1309

Other funds holding REGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Planning Partners sold out of Renewable Energy Group, Inc. (REGI) in Q4 2018, closing a stake of 98 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in REGI in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 238 funds tracked by Wall St. Rank hold REGI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Renewable Energy Group, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 98 Renewable Energy Group, Inc. shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Renewable Energy Group, Inc. in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Renewable Energy Group, Inc. position peaked at $3K in Q3 2018.
  • 238 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q4 2018.

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