Avantax Planning Partners’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-95	Closed	-$6K	–	990
2018 Q3	$6K	Buy	+95	New	+$5.97K	﹤0.01%	1047
2018 Q2	–	Sell	-95	Closed	-$8K	–	1187
2018 Q1	$8K	Buy	+95	New	+$8.59K	﹤0.01%	1167

Other funds holding REMX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MWC

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

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

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

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

Avantax Planning Partners sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2018, closing a stake of 95 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in REMX in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 33 funds tracked by Wall St. Rank hold REMX as of Q4 2018.

Avantax Planning Partners reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 95 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2018, an estimated $6K.
Avantax Planning Partners first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's VanEck Rare Earth/Strategic Metals ETF position peaked at $8K in Q1 2018.
33 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2018.

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