APU
AVTA

Alpine Partners USVI’s Avantax, Inc. Common Stock AVTA Stock Holding History

Alpine Partners USVI’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
2014
Q4 		$185K Buy
+13,323
New +$196K 0.61% 83

Other funds holding AVTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACM
Altalis Capital Management New York $79.7M AUM 1.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alpine Partners USVI's AVTA Position: Q4 2014 in Review

Alpine Partners USVI opened a new position in Avantax, Inc. Common Stock (AVTA) in Q4 2014: 13,323 shares worth $185K. The stake represents 0.61% of the portfolio and ranks #83 among its holdings.

165 funds tracked by Wall St. Rank hold AVTA as of Q4 2014.

  • Alpine Partners USVI held 13,323 shares of Avantax, Inc. Common Stock worth $185K as of Q4 2014.
  • Avantax, Inc. Common Stock was a new Alpine Partners USVI position in Q4 2014.
  • Avantax, Inc. Common Stock made up 0.61% of Alpine Partners USVI's portfolio in Q4 2014, its #83 holding.
  • 165 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2014.

Based on Alpine Partners USVI's 13F filing for Q4 2014, filed 12 Feb 2015.