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Avantax Planning Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Avantax Planning Partners’s Portfolio GDX Stock Details GDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-353
Closed -$7K – 628
2018
Q3 		$7K Buy
+353
New +$7.05K ﹤0.01% 976
2018
Q2 		– Sell
-47
Closed -$1K – 691
2018
Q1 		$1K Buy
+47
New +$1.06K ﹤0.01% 1704

Other funds holding GDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Planning Partners sold out of VanEck Gold Miners ETF (GDX) in Q4 2018, closing a stake of 353 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in GDX in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 416 funds tracked by Wall St. Rank hold GDX as of Q4 2018.

  • Avantax Planning Partners reported no remaining VanEck Gold Miners ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 353 VanEck Gold Miners ETF shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in VanEck Gold Miners ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's VanEck Gold Miners ETF position peaked at $7K in Q3 2018.
  • 416 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2018.

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