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Avantax Planning Partners’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Avantax Planning Partners’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-230
Closed -$17K – 705
2018
Q3 		$17K Buy
+230
New +$17K ﹤0.01% 744
2018
Q2 		– Sell
-229
Closed -$15K – 801
2018
Q1 		$15K Buy
+229
New +$14.7K ﹤0.01% 889

Other funds holding IEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q4 2018, closing a stake of 230 shares — an estimated $17K sold.

Avantax Planning Partners first reported a position in IEO in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 92 funds tracked by Wall St. Rank hold IEO as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 230 iShares US Oil & Gas Exploration & Production ETF shares in Q4 2018, an estimated $17K.
  • Avantax Planning Partners first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares US Oil & Gas Exploration & Production ETF position peaked at $17K in Q3 2018.
  • 92 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q4 2018.

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