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Avantax Planning Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Avantax Planning Partners’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-112
Closed -$6K – 848
2018
Q1 		$6K Buy
+112
New +$6.44K ﹤0.01% 1266

Other funds holding IXJ

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Avantax Planning Partners's IXJ Position: Q2 2018 in Review

Avantax Planning Partners sold out of iShares Global Healthcare ETF (IXJ) in Q2 2018, closing a stake of 112 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in IXJ in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 165 funds tracked by Wall St. Rank hold IXJ as of Q2 2018.

  • Avantax Planning Partners reported no remaining iShares Global Healthcare ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 112 iShares Global Healthcare ETF shares in Q2 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in iShares Global Healthcare ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's iShares Global Healthcare ETF position peaked at $6K in Q1 2018.
  • 165 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.