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Avantax Planning Partners’s iShares US Oil Equipment & Services ETF IEZ Stock Holding History

Avantax Planning Partners’s Portfolio IEZ Stock Details IEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-248
Closed -$9K – 708
2018
Q3 		$9K Buy
+248
New +$8.8K ﹤0.01% 911
2018
Q2 		– Sell
-247
Closed -$8K – 805
2018
Q1 		$8K Buy
+247
New +$8.74K ﹤0.01% 1157

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FPCM
Financial Partners Capital Management New York $449M AUM 11.1% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares US Oil Equipment & Services ETF (IEZ) in Q4 2018, closing a stake of 248 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in IEZ in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 74 funds tracked by Wall St. Rank hold IEZ as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares US Oil Equipment & Services ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 248 iShares US Oil Equipment & Services ETF shares in Q4 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in iShares US Oil Equipment & Services ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares US Oil Equipment & Services ETF position peaked at $9K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held iShares US Oil Equipment & Services ETF as of Q4 2018.

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