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Avantax Planning Partners’s iShares US Energy ETF IYE Stock Holding History

Avantax Planning Partners’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-750
Closed -$31K – 750
2018
Q3 		$31K Buy
+750
New +$31K ﹤0.01% 602
2018
Q2 		– Sell
-746
Closed -$28K – 851
2018
Q1 		$28K Buy
+746
New +$28.9K ﹤0.01% 667

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares US Energy ETF (IYE) in Q4 2018, closing a stake of 750 shares — an estimated $31K sold.

Avantax Planning Partners first reported a position in IYE in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q3 2018. 184 funds tracked by Wall St. Rank hold IYE as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares US Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 750 iShares US Energy ETF shares in Q4 2018, an estimated $31K.
  • Avantax Planning Partners first reported a position in iShares US Energy ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares US Energy ETF position peaked at $31K in Q3 2018.
  • 184 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2018.

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