Avantax Planning Partners’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,850	Closed	-$200K	–	1260
2018 Q1	$200K	Hold	2,850	–	–	0.02%	291
2017 Q4	$202K	Buy	+2,850	New	+$203K	0.02%	294

Other funds holding SHE

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

BCI

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Avantax Planning Partners sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2018, closing a stake of 2,850 shares — an estimated $200K sold.

Avantax Planning Partners first reported a position in SHE in Q4 2017 and held it in 2 quarters. The position peaked at $202K in Q4 2017. 36 funds tracked by Wall St. Rank hold SHE as of Q2 2018.

Avantax Planning Partners reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,850 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2018, an estimated $200K.
Avantax Planning Partners first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2017 and held it in 2 quarters.
Avantax Planning Partners's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $202K in Q4 2017.
36 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2018.

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