Avantax Planning Partners’s VanEck Green Bond ETF GRNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,166	Closed	-$133K	–	645
2018 Q3	$133K	Buy	+5,166	New	+$134K	0.01%	289
2018 Q2	–	Sell	-5,068	Closed	-$137K	–	719
2018 Q1	$137K	Buy	+5,068	New	+$137K	0.01%	349

Other funds holding GRNB

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Avantax Planning Partners sold out of VanEck Green Bond ETF (GRNB) in Q4 2018, closing a stake of 5,166 shares — an estimated $133K sold.

Avantax Planning Partners first reported a position in GRNB in Q1 2018 and held it in 2 quarters. The position peaked at $137K in Q1 2018. 21 funds tracked by Wall St. Rank hold GRNB as of Q4 2018.

Avantax Planning Partners reported no remaining VanEck Green Bond ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 5,166 VanEck Green Bond ETF shares in Q4 2018, an estimated $133K.
Avantax Planning Partners first reported a position in VanEck Green Bond ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's VanEck Green Bond ETF position peaked at $137K in Q1 2018.
21 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q4 2018.

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