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Avantax Planning Partners’s Woodward WWD Stock Holding History

Avantax Planning Partners’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-144
Closed -$12K – 1207
2018
Q3 		$12K Buy
+144
New +$11.6K ﹤0.01% 840
2018
Q2 		– Sell
-239
Closed -$17K – 1500
2018
Q1 		$17K Buy
+239
New +$18K ﹤0.01% 847

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Avantax Planning Partners sold out of Woodward (WWD) in Q4 2018, closing a stake of 144 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in WWD in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 288 funds tracked by Wall St. Rank hold WWD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Woodward position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 144 Woodward shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Woodward in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Woodward position peaked at $17K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Woodward as of Q4 2018.

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