APP
SRCL

Avantax Planning Partners’s Stericycle Inc SRCL Stock Holding History

Avantax Planning Partners’s Portfolio SRCL Stock Details SRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-150
Closed -$9K – 1255
2018
Q3 		$9K Buy
+150
New +$9.58K ﹤0.01% 922
2018
Q2 		– Sell
-165
Closed -$10K – 1560
2018
Q1 		$10K Buy
+165
New +$11.2K ﹤0.01% 1072

Other funds holding SRCL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Stericycle Inc (SRCL) in Q4 2018, closing a stake of 150 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in SRCL in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 377 funds tracked by Wall St. Rank hold SRCL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Stericycle Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 150 Stericycle Inc shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in Stericycle Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Stericycle Inc position peaked at $10K in Q1 2018.
  • 377 funds tracked by Wall St. Rank held Stericycle Inc as of Q4 2018.

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