6 Meridian’s Avantax, Inc. Common Stock AVTA Stock Holding History

6 Meridian’s Portfolio AVTA Stock Details AVTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-26,151	Closed	-$578K	–	512
2017 Q4	$578K	Buy	+26,151	New	+$583K	0.07%	180

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HCS

Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return

6 Meridian's AVTA Position: Q1 2018 in Review

6 Meridian sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2018, closing a stake of 26,151 shares — an estimated $578K sold.

6 Meridian first reported a position in AVTA in Q4 2017 and held it in 1 quarter. The position peaked at $578K in Q4 2017. 183 funds tracked by Wall St. Rank hold AVTA as of Q1 2018.

6 Meridian reported no remaining Avantax, Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
6 Meridian sold 26,151 Avantax, Inc. Common Stock shares in Q1 2018, an estimated $578K.
6 Meridian first reported a position in Avantax, Inc. Common Stock in Q4 2017 and held it in 1 quarter.
6 Meridian's Avantax, Inc. Common Stock position peaked at $578K in Q4 2017.
183 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2018.

Based on 6 Meridian's 13F filing for Q1 2018, filed 9 May 2018.