AFG
AVTA

American Financial Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

American Financial Group’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
2013
Q3 		– Sell
-10,619
Closed -$197K – 155
2013
Q2 		$197K Buy
+10,619
New +$180K 0.02% 134

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
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

American Financial Group's AVTA Position: Q3 2013 in Review

American Financial Group sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2013, closing a stake of 10,619 shares — an estimated $197K sold.

American Financial Group first reported a position in AVTA in Q2 2013 and held it in 1 quarter. The position peaked at $197K in Q2 2013. 150 funds tracked by Wall St. Rank hold AVTA as of Q3 2013.

  • American Financial Group reported no remaining Avantax, Inc. Common Stock position as of Q3 2013 after selling out during the quarter.
  • American Financial Group sold 10,619 Avantax, Inc. Common Stock shares in Q3 2013, an estimated $197K.
  • American Financial Group first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 1 quarter.
  • American Financial Group's Avantax, Inc. Common Stock position peaked at $197K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2013.

Based on American Financial Group's 13F filing for Q3 2013, filed 14 Nov 2013.