Avantax Planning Partners’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-7,276	Closed	-$549K	–	853
2018 Q1	$549K	Hold	7,276	–	–	0.05%	166
2017 Q4	$589K	Hold	7,276	–	–	0.05%	151
2017 Q3	$581K	Sell	7,276 -5,850	-45%	-$470K	0.05%	185
2017 Q2	$1.05M	Hold	13,126	–	–	0.09%	105
2017 Q1	$1.03M	Sell	13,126 -409	-3%	-$31.9K	0.09%	100
2016 Q4	$1.04M	Buy	+13,535	New	+$1.03M	0.11%	92

Other funds holding IYR

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2018, closing a stake of 7,276 shares — an estimated $549K sold.

Avantax Planning Partners first reported a position in IYR in Q4 2016 and held it in 6 quarters. The position peaked at $1.05M in Q2 2017. 383 funds tracked by Wall St. Rank hold IYR as of Q2 2018.

Avantax Planning Partners reported no remaining iShares US Real Estate ETF position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 7,276 iShares US Real Estate ETF shares in Q2 2018, an estimated $549K.
Avantax Planning Partners first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 6 quarters.
Avantax Planning Partners's iShares US Real Estate ETF position peaked at $1.05M in Q2 2017.
383 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2018.

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