BlackRock Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

BlackRock 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
2016 Q4	$337K	Buy	22,871 +1,423	+7%	+$19.2K	﹤0.01%	2442
2016 Q3	$240K	Buy	21,448 +2,099	+11%	+$23.3K	﹤0.01%	2587
2016 Q2	$200K	Sell	19,349 -592	-3%	-$4.66K	﹤0.01%	2611
2016 Q1	$103K	Buy	19,941 +1,658	+9%	+$11.7K	﹤0.01%	2903
2015 Q4	$179K	Sell	18,283 -24,341	-57%	-$269K	﹤0.01%	2633
2015 Q3	$587K	Sell	42,624 -8,045	-16%	-$115K	﹤0.01%	2079
2015 Q2	$818K	Sell	50,669 -96,222	-66%	-$1.48M	﹤0.01%	1814
2015 Q1	$2.01M	Sell	146,891 -229,671	-61%	-$3.2M	﹤0.01%	1226
2014 Q4	$5.21M	Sell	376,562 -33,301	-8%	-$490K	0.01%	961
2014 Q3	$6.25M	Sell	409,863 -713	-0.2%	-$11.8K	0.01%	918
2014 Q2	$7.75M	Sell	410,576 -11,091	-3%	-$209K	0.01%	859
2014 Q1	$8.3M	Buy	421,667 +263,692	+167%	+$6.1M	0.01%	852
2013 Q4	$4.61M	Buy	157,975 +125,341	+384%	+$3.38M	﹤0.01%	999
2013 Q3	$750K	Buy	32,634 +7,595	+30%	+$158K	﹤0.01%	1617
2013 Q2	$464K	Buy	+25,039	New	+$425K	﹤0.01%	1882

Other funds holding AVTA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Norges Bank Oslo, Norway $935B AUM

BIT

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

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

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BlackRock Advisors's AVTA Position: Q4 2016 in Review

BlackRock Advisors increased its Avantax, Inc. Common Stock (AVTA) stake by 6.6% in Q4 2016, buying an estimated $19.2K and bringing the position to 22,871 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

BlackRock Advisors first reported a position in AVTA in Q2 2013 and has held it in 15 quarters since. The position peaked at $8.3M in Q1 2014. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2016.

BlackRock Advisors held 22,871 shares of Avantax, Inc. Common Stock worth $337K as of Q4 2016.
BlackRock Advisors bought 1,423 Avantax, Inc. Common Stock shares in Q4 2016, an estimated $19.2K.
Avantax, Inc. Common Stock made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #2442 holding.
BlackRock Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2013 and has held it in 15 quarters since.
BlackRock Advisors's Avantax, Inc. Common Stock position peaked at $8.3M in Q1 2014.
144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.