Avantax Planning Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-630	Closed	-$13K	–	557
2018 Q3	$13K	Buy	+630	New	+$12.8K	﹤0.01%	811
2018 Q2	–	Sell	-630	Closed	-$15K	–	599
2018 Q1	$15K	Buy	+630	New	+$15.2K	﹤0.01%	884
2017 Q4	–	Sell	-8,963	Closed	-$210K	–	326
2017 Q3	$210K	Buy	+8,963	New	+$205K	0.02%	351

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2018, closing a stake of 630 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in EUFN in Q3 2017 and held it in 3 quarters. The position peaked at $210K in Q3 2017. 100 funds tracked by Wall St. Rank hold EUFN as of Q4 2018.

Avantax Planning Partners reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 630 iShares MSCI Europe Financials ETF shares in Q4 2018, an estimated $13K.
Avantax Planning Partners first reported a position in iShares MSCI Europe Financials ETF in Q3 2017 and held it in 3 quarters.
Avantax Planning Partners's iShares MSCI Europe Financials ETF position peaked at $210K in Q3 2017.
100 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2018.

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