B. Riley Wealth Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-286	Closed	-$4	–	2108
2014 Q4	$4	Buy	+286	New	+$4.21K	﹤0.01%	3255
2014 Q3	–	Sell	-109	Closed	-$2.06K	–	1993
2014 Q2	$2.06K	Buy	+109	New	+$2.05K	﹤0.01%	2225

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 18.13% 1-Year Est. Return

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

BIT

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

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

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

ACM

Altalis Capital Management New York $79.7M AUM 1.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's AVTA Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2015, closing a stake of 286 shares — an estimated $4 sold.

B. Riley Wealth Advisors first reported a position in AVTA in Q2 2014 and held it in 2 quarters. The position peaked at $2.06K in Q2 2014. 152 funds tracked by Wall St. Rank hold AVTA as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Avantax, Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 286 Avantax, Inc. Common Stock shares in Q1 2015, an estimated $4.
B. Riley Wealth Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Avantax, Inc. Common Stock position peaked at $2.06K in Q2 2014.
152 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.