Americafirst Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Americafirst Capital Management’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
2015 Q3	–	Sell	-55,883	Closed	-$903K	–	228
2015 Q2	$903K	Buy	+55,883	New	+$861K	0.49%	71

Other funds holding AVTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Americafirst Capital Management's AVTA Position: Q3 2015 in Review

Americafirst Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2015, closing a stake of 55,883 shares — an estimated $903K sold.

Americafirst Capital Management first reported a position in AVTA in Q2 2015 and held it in 1 quarter. The position peaked at $903K in Q2 2015. 143 funds tracked by Wall St. Rank hold AVTA as of Q3 2015.

Americafirst Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2015 after selling out during the quarter.
Americafirst Capital Management sold 55,883 Avantax, Inc. Common Stock shares in Q3 2015, an estimated $903K.
Americafirst Capital Management first reported a position in Avantax, Inc. Common Stock in Q2 2015 and held it in 1 quarter.
Americafirst Capital Management's Avantax, Inc. Common Stock position peaked at $903K in Q2 2015.
143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2015.

Based on Americafirst Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.