APP
WTS icon

Avantax Planning Partners’s Watts Water Technologies WTS Stock Holding History

Avantax Planning Partners’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-140
Closed -$10K – 1498
2018
Q1 		$10K Buy
+140
New +$10.9K ﹤0.01% 1069

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's WTS Position: Q2 2018 in Review

Avantax Planning Partners sold out of Watts Water Technologies (WTS) in Q2 2018, closing a stake of 140 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in WTS in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 225 funds tracked by Wall St. Rank hold WTS as of Q2 2018.

  • Avantax Planning Partners reported no remaining Watts Water Technologies position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 140 Watts Water Technologies shares in Q2 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Watts Water Technologies in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Watts Water Technologies position peaked at $10K in Q1 2018.
  • 225 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.