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Avantax Planning Partners’s iShares US Home Construction ETF ITB Stock Holding History

Avantax Planning Partners’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-187
Closed -$7K – 736
2018
Q3 		$7K Buy
+187
New +$7.09K ﹤0.01% 983
2018
Q2 		– Sell
-187
Closed -$7K – 837
2018
Q1 		$7K Buy
+187
New +$7.8K ﹤0.01% 1203

Other funds holding ITB

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCM
Sandler Capital Management New York $201M AUM 84.92% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares US Home Construction ETF (ITB) in Q4 2018, closing a stake of 187 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in ITB in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 145 funds tracked by Wall St. Rank hold ITB as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares US Home Construction ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 187 iShares US Home Construction ETF shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in iShares US Home Construction ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares US Home Construction ETF position peaked at $7K in Q3 2018.
  • 145 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2018.

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