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Avantax Planning Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Avantax Planning Partners’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-530
Closed -$15K – 325
2018
Q3 		$15K Buy
+530
New +$15.3K ﹤0.01% 769
2018
Q2 		– Sell
-4,692
Closed -$136K – 303
2018
Q1 		$136K Buy
+4,692
New +$139K 0.01% 351

Other funds holding ANGL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Avantax Planning Partners sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2018, closing a stake of 530 shares — an estimated $15K sold.

Avantax Planning Partners first reported a position in ANGL in Q1 2018 and held it in 2 quarters. The position peaked at $136K in Q1 2018. 110 funds tracked by Wall St. Rank hold ANGL as of Q4 2018.

  • Avantax Planning Partners reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 530 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2018, an estimated $15K.
  • Avantax Planning Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $136K in Q1 2018.
  • 110 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2018.

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