Bill Miller’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bill Miller’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 Q3	–	Sell	-40,000	Closed	-$848K	–	123
2017 Q2	$848K	Buy	+40,000	New	+$792K	0.03%	79

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

Bill Miller's AVTA Position: Q3 2017 in Review

Bill Miller sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2017, closing a stake of 40,000 shares — an estimated $848K sold.

Bill Miller first reported a position in AVTA in Q2 2017 and held it in 1 quarter. The position peaked at $848K in Q2 2017. 204 funds tracked by Wall St. Rank hold AVTA as of Q3 2017.

Bill Miller reported no remaining Avantax, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
Bill Miller sold 40,000 Avantax, Inc. Common Stock shares in Q3 2017, an estimated $848K.
Bill Miller first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 1 quarter.
Bill Miller's Avantax, Inc. Common Stock position peaked at $848K in Q2 2017.
204 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2017.

Based on Miller Value Partners's 13F filing for Q3 2017, filed 14 Nov 2017.