Avantax Planning Partners’s VanEck Pharmaceutical ETF PPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-750	Closed	-$48K	–	967
2018 Q3	$48K	Buy	+750	New	+$46.7K	﹤0.01%	496
2018 Q2	–	Sell	-1,113	Closed	-$63K	–	1153
2018 Q1	$63K	Buy	+1,113	New	+$66.5K	0.01%	487

Other funds holding PPH

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

Avantax Planning Partners sold out of VanEck Pharmaceutical ETF (PPH) in Q4 2018, closing a stake of 750 shares — an estimated $48K sold.

Avantax Planning Partners first reported a position in PPH in Q1 2018 and held it in 2 quarters. The position peaked at $63K in Q1 2018. 45 funds tracked by Wall St. Rank hold PPH as of Q4 2018.

Avantax Planning Partners reported no remaining VanEck Pharmaceutical ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 750 VanEck Pharmaceutical ETF shares in Q4 2018, an estimated $48K.
Avantax Planning Partners first reported a position in VanEck Pharmaceutical ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's VanEck Pharmaceutical ETF position peaked at $63K in Q1 2018.
45 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q4 2018.

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