Avantax Planning Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-556	Closed	-$60K	–	735
2018 Q3	$60K	Buy	+556	New	+$57.2K	﹤0.01%	441
2018 Q2	–	Sell	-674	Closed	-$67K	–	836
2018 Q1	$67K	Buy	+674	New	+$66.8K	0.01%	475

Other funds holding ITA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2018, closing a stake of 556 shares — an estimated $60K sold.

Avantax Planning Partners first reported a position in ITA in Q1 2018 and held it in 2 quarters. The position peaked at $67K in Q1 2018. 369 funds tracked by Wall St. Rank hold ITA as of Q4 2018.

Avantax Planning Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 556 iShares US Aerospace & Defense ETF shares in Q4 2018, an estimated $60K.
Avantax Planning Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's iShares US Aerospace & Defense ETF position peaked at $67K in Q1 2018.
369 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2018.

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