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

Artisan Partners’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 Q4	–	Sell	-241,140	Closed	-$3.32M	–	398
2015 Q3	$3.32M	Sell	241,140 -30,523	-11%	-$438K	0.01%	353
2015 Q2	$4.39M	Sell	271,663 -49,703	-15%	-$766K	0.01%	352
2015 Q1	$4.39M	Sell	321,366 -180,470	-36%	-$2.52M	0.01%	352
2014 Q4	$6.95M	Sell	501,836 -97,575	-16%	-$1.43M	0.01%	327
2014 Q3	$9.13M	Sell	599,411 -73,700	-11%	-$1.22M	0.02%	328
2014 Q2	$12.7M	Sell	673,111 -35,149	-5%	-$662K	0.02%	297
2014 Q1	$13.9M	Sell	708,260 -27,942	-4%	-$646K	0.02%	292
2013 Q4	$21.5M	Buy	736,202 +39,741	+6%	+$1.07M	0.04%	278
2013 Q3	$16M	Buy	696,461 +649,949	+1,397%	+$13.5M	0.03%	299
2013 Q2	$862K	Buy	+46,512	New	+$790K	﹤0.01%	359

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Artisan Partners's AVTA Position: Q4 2015 in Review

Artisan Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2015, closing a stake of 241,140 shares — an estimated $3.32M sold.

Artisan Partners first reported a position in AVTA in Q2 2013 and held it in 10 quarters. The position peaked at $21.5M in Q4 2013. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2015.

Artisan Partners reported no remaining Avantax, Inc. Common Stock position as of Q4 2015 after selling out during the quarter.
Artisan Partners sold 241,140 Avantax, Inc. Common Stock shares in Q4 2015, an estimated $3.32M.
Artisan Partners first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 10 quarters.
Artisan Partners's Avantax, Inc. Common Stock position peaked at $21.5M in Q4 2013.
144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2015.

Based on Artisan Partners's 13F filing for Q4 2015, filed 11 Feb 2016.