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Avantax Planning Partners’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

Avantax Planning Partners’s Portfolio ONEV Stock Details ONEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$38K – 919
2018
Q3 		$38K Buy
+500
New +$38K ﹤0.01% 547

Other funds holding ONEV

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

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

Avantax Planning Partners sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q4 2018, closing a stake of 500 shares — an estimated $38K sold.

Avantax Planning Partners first reported a position in ONEV in Q3 2018 and held it in 1 quarter. The position peaked at $38K in Q3 2018. 12 funds tracked by Wall St. Rank hold ONEV as of Q4 2018.

  • Avantax Planning Partners reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 500 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q4 2018, an estimated $38K.
  • Avantax Planning Partners first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $38K in Q3 2018.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q4 2018.

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