APP
SPN

Avantax Planning Partners’s Superior Energy Services, Inc. SPN Stock Holding History

Avantax Planning Partners’s Portfolio SPN Stock Details SPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-26
Closed -$3K – 1490
2018
Q3 		$3K Buy
+26
New +$2.44K ﹤0.01% 1313
2018
Q2 		– Sell
-27
Closed -$2K – 1909
2018
Q1 		$2K Buy
+27
New +$2.66K ﹤0.01% 1668

Other funds holding SPN

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Avantax Planning Partners sold out of Superior Energy Services, Inc. (SPN) in Q4 2018, closing a stake of 26 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in SPN in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 219 funds tracked by Wall St. Rank hold SPN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Superior Energy Services, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 26 Superior Energy Services, Inc. shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Superior Energy Services, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Superior Energy Services, Inc. position peaked at $3K in Q3 2018.
  • 219 funds tracked by Wall St. Rank held Superior Energy Services, Inc. as of Q4 2018.

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