APP
WCC

Avantax Planning Partners’s WESCO International WCC Stock Holding History

Avantax Planning Partners’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-164
Closed -$10K – 1185
2018
Q3 		$10K Buy
+164
New +$9.82K ﹤0.01% 887
2018
Q2 		– Sell
-341
Closed -$21K – 1472
2018
Q1 		$21K Buy
+341
New +$22K ﹤0.01% 772

Other funds holding WCC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

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

Avantax Planning Partners sold out of WESCO International (WCC) in Q4 2018, closing a stake of 164 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in WCC in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2018. 237 funds tracked by Wall St. Rank hold WCC as of Q4 2018.

  • Avantax Planning Partners reported no remaining WESCO International position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 164 WESCO International shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in WESCO International in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's WESCO International position peaked at $21K in Q1 2018.
  • 237 funds tracked by Wall St. Rank held WESCO International as of Q4 2018.

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