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OLD

Avantax Planning Partners’s The Long-Term Care ETF OLD Stock Holding History

Avantax Planning Partners’s Portfolio OLD Stock Details OLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-750
Closed -$20K – 1335
2018
Q3 		$20K Buy
+750
New +$19.8K ﹤0.01% 708

Other funds holding OLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Avantax Planning Partners sold out of The Long-Term Care ETF (OLD) in Q4 2018, closing a stake of 750 shares — an estimated $20K sold.

Avantax Planning Partners first reported a position in OLD in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 12 funds tracked by Wall St. Rank hold OLD as of Q4 2018.

  • Avantax Planning Partners reported no remaining The Long-Term Care ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 750 The Long-Term Care ETF shares in Q4 2018, an estimated $20K.
  • Avantax Planning Partners first reported a position in The Long-Term Care ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's The Long-Term Care ETF position peaked at $20K in Q3 2018.
  • 12 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q4 2018.

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