APP
TAST

Avantax Planning Partners’s Carrols Restaurant Group, Inc. TAST Stock Holding History

Avantax Planning Partners’s Portfolio TAST Stock Details TAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-155
Closed -$2K – 1263
2018
Q3 		$2K Buy
+155
New +$2.35K ﹤0.01% 1375

Other funds holding TAST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HSCU
Half Sky Capital (UK) London, United Kingdom $30.5M AUM 67.32% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Avantax Planning Partners sold out of Carrols Restaurant Group, Inc. (TAST) in Q4 2018, closing a stake of 155 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in TAST in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 132 funds tracked by Wall St. Rank hold TAST as of Q4 2018.

  • Avantax Planning Partners reported no remaining Carrols Restaurant Group, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 155 Carrols Restaurant Group, Inc. shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Carrols Restaurant Group, Inc. in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Carrols Restaurant Group, Inc. position peaked at $2K in Q3 2018.
  • 132 funds tracked by Wall St. Rank held Carrols Restaurant Group, Inc. as of Q4 2018.

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