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Avantax Planning Partners’s Global X Uranium ETF URA Stock Holding History

Avantax Planning Partners’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-374
Closed -$5K – 1415
2018
Q1 		$5K Buy
+374
New +$5.11K ﹤0.01% 1366

Other funds holding URA

KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
PVAM
Pacific View Asset Management San Francisco, California $20.8M AUM 20.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Avantax Planning Partners sold out of Global X Uranium ETF (URA) in Q2 2018, closing a stake of 374 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in URA in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 66 funds tracked by Wall St. Rank hold URA as of Q2 2018.

  • Avantax Planning Partners reported no remaining Global X Uranium ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 374 Global X Uranium ETF shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Global X Uranium ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Global X Uranium ETF position peaked at $5K in Q1 2018.
  • 66 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2018.

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