ACI
AVTA

AMP Capital Investors’s Avantax, Inc. Common Stock AVTA Stock Holding History

AMP Capital Investors’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
2017
Q4 		– Sell
-8,574
Closed -$217K – 1235
2017
Q3 		$217K Buy
+8,574
New +$194K ﹤0.01% 1103

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

AMP Capital Investors's AVTA Position: Q4 2017 in Review

AMP Capital Investors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2017, closing a stake of 8,574 shares — an estimated $217K sold.

AMP Capital Investors first reported a position in AVTA in Q3 2017 and held it in 1 quarter. The position peaked at $217K in Q3 2017. 187 funds tracked by Wall St. Rank hold AVTA as of Q4 2017.

  • AMP Capital Investors reported no remaining Avantax, Inc. Common Stock position as of Q4 2017 after selling out during the quarter.
  • AMP Capital Investors sold 8,574 Avantax, Inc. Common Stock shares in Q4 2017, an estimated $217K.
  • AMP Capital Investors first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 1 quarter.
  • AMP Capital Investors's Avantax, Inc. Common Stock position peaked at $217K in Q3 2017.
  • 187 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2017.

Based on AMP Capital Investors's 13F filing for Q4 2017, filed 14 Feb 2018.