Advisory Services Network’s Avantax, Inc. Common Stock AVTA Stock Holding History

Advisory Services Network’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 Q4	–	Sell	-3,003	Closed	-$121K	–	2705
2018 Q3	$121K	Buy	3,003 +302	+11%	+$11K	0.01%	907
2018 Q2	$103K	Buy	+2,701	New	+$87.1K	0.01%	937
2017 Q3	–	Sell	-1,400	Closed	-$30K	–	2449
2017 Q2	$30K	Sell	1,400 -1,640	-54%	-$32.5K	﹤0.01%	1214
2017 Q1	$53K	Buy	+3,040	New	+$47.6K	0.01%	983
2016 Q3	$45K	Sell	4,000 -1,000	-20%	-$11.1K	0.01%	894
2016 Q2	$52K	Hold	5,000	–	–	0.01%	776
2016 Q1	$26K	Buy	+5,000	New	+$35.2K	0.01%	858

Other funds holding AVTA

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

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

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

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

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

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Advisory Services Network's AVTA Position: Q4 2018 in Review

Advisory Services Network sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 3,003 shares — an estimated $121K sold.

Advisory Services Network first reported a position in AVTA in Q1 2016 and held it in 7 quarters. The position peaked at $121K in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

Advisory Services Network reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
Advisory Services Network sold 3,003 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $121K.
Advisory Services Network first reported a position in Avantax, Inc. Common Stock in Q1 2016 and held it in 7 quarters.
Advisory Services Network's Avantax, Inc. Common Stock position peaked at $121K in Q3 2018.
192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Advisory Services Network's 13F filing for Q4 2018, filed 15 Feb 2019.