Avantax Planning Partners’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-72	Closed	-$4K	–	749
2018 Q3	$4K	Buy	+72	New	+$4.05K	﹤0.01%	1172
2018 Q2	–	Sell	-1,272	Closed	-$73K	–	850
2018 Q1	$73K	Buy	+1,272	New	+$75.3K	0.01%	460

Other funds holding IXP

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

1NWS

1 North Wealth Services Annapolis, Maryland $306M AUM 19.46% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares Global Comm Services ETF (IXP) in Q4 2018, closing a stake of 72 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in IXP in Q1 2018 and held it in 2 quarters. The position peaked at $73K in Q1 2018. 82 funds tracked by Wall St. Rank hold IXP as of Q4 2018.

Avantax Planning Partners reported no remaining iShares Global Comm Services ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 72 iShares Global Comm Services ETF shares in Q4 2018, an estimated $4K.
Avantax Planning Partners first reported a position in iShares Global Comm Services ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's iShares Global Comm Services ETF position peaked at $73K in Q1 2018.
82 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2018.

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