Avantax Planning Partners’s iShares US Medical Devices ETF IHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-630	Closed	-$24K	–	717
2018 Q3	$24K	Buy	+630	New	+$22.4K	﹤0.01%	655
2018 Q2	–	Sell	-630	Closed	-$19K	–	813
2018 Q1	$19K	Buy	+630	New	+$19.4K	﹤0.01%	792

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares US Medical Devices ETF (IHI) in Q4 2018, closing a stake of 630 shares — an estimated $24K sold.

Avantax Planning Partners first reported a position in IHI in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q3 2018. 233 funds tracked by Wall St. Rank hold IHI as of Q4 2018.

Avantax Planning Partners reported no remaining iShares US Medical Devices ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 630 iShares US Medical Devices ETF shares in Q4 2018, an estimated $24K.
Avantax Planning Partners first reported a position in iShares US Medical Devices ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's iShares US Medical Devices ETF position peaked at $24K in Q3 2018.
233 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2018.

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