Avantax Planning Partners’s Cactus WHD Stock Holding History

Avantax Planning Partners’s Portfolio WHD Stock Details WHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-90	Closed	-$3K	–	1192
2018 Q3	$3K	Buy	+90	New	+$3.08K	﹤0.01%	1282

Other funds holding WHD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Avantax Planning Partners sold out of Cactus (WHD) in Q4 2018, closing a stake of 90 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in WHD in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 131 funds tracked by Wall St. Rank hold WHD as of Q4 2018.

Avantax Planning Partners reported no remaining Cactus position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 90 Cactus shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in Cactus in Q3 2018 and held it in 1 quarter.
Avantax Planning Partners's Cactus position peaked at $3K in Q3 2018.
131 funds tracked by Wall St. Rank held Cactus as of Q4 2018.

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