Avantax Planning Partners’s VanEck Natural Resources ETF HAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,839	Closed	-$107K	–	659
2018 Q3	$107K	Buy	+2,839	New	+$105K	0.01%	333
2018 Q2	–	Sell	-2,839	Closed	-$103K	–	735
2018 Q1	$103K	Buy	+2,839	New	+$106K	0.01%	403

Other funds holding HAP

MWC

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LTFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Planning Partners sold out of VanEck Natural Resources ETF (HAP) in Q4 2018, closing a stake of 2,839 shares — an estimated $107K sold.

Avantax Planning Partners first reported a position in HAP in Q1 2018 and held it in 2 quarters. The position peaked at $107K in Q3 2018. 26 funds tracked by Wall St. Rank hold HAP as of Q4 2018.

Avantax Planning Partners reported no remaining VanEck Natural Resources ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,839 VanEck Natural Resources ETF shares in Q4 2018, an estimated $107K.
Avantax Planning Partners first reported a position in VanEck Natural Resources ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's VanEck Natural Resources ETF position peaked at $107K in Q3 2018.
26 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q4 2018.

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