Avantax Planning Partners’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-144	Closed	-$7K	–	752
2018 Q3	$7K	Buy	+144	New	+$7.2K	﹤0.01%	984
2018 Q2	–	Sell	-144	Closed	-$7K	–	854
2018 Q1	$7K	Buy	+144	New	+$6.94K	﹤0.01%	1204

Other funds holding IYT

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

Goldman Sachs New York $871B AUM 31.28% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

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

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 144 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in IYT in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

Avantax Planning Partners reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 144 iShares US Transportation ETF shares in Q4 2018, an estimated $7K.
Avantax Planning Partners first reported a position in iShares US Transportation ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's iShares US Transportation ETF position peaked at $7K in Q3 2018.
130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

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