APP
WAT icon

Avantax Planning Partners’s Waters Corp WAT Stock Holding History

Avantax Planning Partners’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-85
Closed -$17K – 1183
2018
Q3 		$17K Buy
+85
New +$16.5K ﹤0.01% 748
2018
Q2 		– Sell
-98
Closed -$19K – 1470
2018
Q1 		$19K Buy
+98
New +$20.3K ﹤0.01% 798

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avantax Planning Partners sold out of Waters Corp (WAT) in Q4 2018, closing a stake of 85 shares — an estimated $17K sold.

Avantax Planning Partners first reported a position in WAT in Q1 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2018. 554 funds tracked by Wall St. Rank hold WAT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Waters Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 85 Waters Corp shares in Q4 2018, an estimated $17K.
  • Avantax Planning Partners first reported a position in Waters Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Waters Corp position peaked at $19K in Q1 2018.
  • 554 funds tracked by Wall St. Rank held Waters Corp as of Q4 2018.

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