Avantax Planning Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-450	Closed	-$16K	–	710
2018 Q3	$16K	Buy	+450	New	+$16.3K	﹤0.01%	752
2018 Q2	–	Sell	-1,237	Closed	-$41K	–	807
2018 Q1	$41K	Buy	+1,237	New	+$42.8K	﹤0.01%	566

Other funds holding IGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

RIM

Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares North American Natural Resources ETF (IGE) in Q4 2018, closing a stake of 450 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in IGE in Q1 2018 and held it in 2 quarters. The position peaked at $41K in Q1 2018. 131 funds tracked by Wall St. Rank hold IGE as of Q4 2018.

Avantax Planning Partners reported no remaining iShares North American Natural Resources ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 450 iShares North American Natural Resources ETF shares in Q4 2018, an estimated $16K.
Avantax Planning Partners first reported a position in iShares North American Natural Resources ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's iShares North American Natural Resources ETF position peaked at $41K in Q1 2018.
131 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2018.

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