Avantax Planning Partners’s ProShares Ultra Semiconductors USD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,160	Closed	-$23K	–	1146
2018 Q3	$23K	Buy	+8,160	New	+$22.9K	﹤0.01%	669
2018 Q2	–	Sell	-8,160	Closed	-$23K	–	1419
2018 Q1	$23K	Buy	+8,160	New	+$23.3K	﹤0.01%	735

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TRCT

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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

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

Avantax Planning Partners sold out of ProShares Ultra Semiconductors (USD) in Q4 2018, closing a stake of 8,160 shares — an estimated $23K sold.

Avantax Planning Partners first reported a position in USD in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q3 2018. 14 funds tracked by Wall St. Rank hold USD as of Q4 2018.

Avantax Planning Partners reported no remaining ProShares Ultra Semiconductors position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 8,160 ProShares Ultra Semiconductors shares in Q4 2018, an estimated $23K.
Avantax Planning Partners first reported a position in ProShares Ultra Semiconductors in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's ProShares Ultra Semiconductors position peaked at $23K in Q3 2018.
14 funds tracked by Wall St. Rank held ProShares Ultra Semiconductors as of Q4 2018.

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