APP
SCI icon

Avantax Planning Partners’s Service Corp International SCI Stock Holding History

Avantax Planning Partners’s Portfolio SCI Stock Details SCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,422
Closed -$107K – 1022
2018
Q3 		$107K Buy
+2,422
New +$97.8K 0.01% 334
2018
Q2 		– Sell
-2,341
Closed -$88K – 1250
2018
Q1 		$88K Buy
+2,341
New +$89.9K 0.01% 429

Other funds holding SCI

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Avantax Planning Partners sold out of Service Corp International (SCI) in Q4 2018, closing a stake of 2,422 shares — an estimated $107K sold.

Avantax Planning Partners first reported a position in SCI in Q1 2018 and held it in 2 quarters. The position peaked at $107K in Q3 2018. 387 funds tracked by Wall St. Rank hold SCI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Service Corp International position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,422 Service Corp International shares in Q4 2018, an estimated $107K.
  • Avantax Planning Partners first reported a position in Service Corp International in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Service Corp International position peaked at $107K in Q3 2018.
  • 387 funds tracked by Wall St. Rank held Service Corp International as of Q4 2018.

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