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Avantax Planning Partners’s iShares S&P 100 ETF OEF Stock Holding History

Avantax Planning Partners’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-500
Closed -$58K – 1070
2018
Q1 		$58K Buy
+500
New +$60.6K 0.01% 506

Other funds holding OEF

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

Avantax Planning Partners sold out of iShares S&P 100 ETF (OEF) in Q2 2018, closing a stake of 500 shares — an estimated $58K sold.

Avantax Planning Partners first reported a position in OEF in Q1 2018 and held it in 1 quarter. The position peaked at $58K in Q1 2018. 291 funds tracked by Wall St. Rank hold OEF as of Q2 2018.

  • Avantax Planning Partners reported no remaining iShares S&P 100 ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 500 iShares S&P 100 ETF shares in Q2 2018, an estimated $58K.
  • Avantax Planning Partners first reported a position in iShares S&P 100 ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's iShares S&P 100 ETF position peaked at $58K in Q1 2018.
  • 291 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2018.

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