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

BlackRock Group’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	$1.04M	Buy	70,547 +21,756	+45%	+$293K	﹤0.01%	2110
2016 Q3	$547K	Sell	48,791 -11,209	-19%	-$125K	﹤0.01%	2285
2016 Q2	$620K	Buy	60,000 +19,133	+47%	+$150K	﹤0.01%	2181
2016 Q1	$211K	Buy	40,867 +3,554	+10%	+$25K	﹤0.01%	2562
2015 Q4	$366K	Buy	37,313 +859	+2%	+$9.48K	﹤0.01%	2315
2015 Q3	$502K	Sell	36,454 -581	-2%	-$8.33K	﹤0.01%	2198
2015 Q2	$598K	Sell	37,035 -51,690	-58%	-$796K	﹤0.01%	2201
2015 Q1	$1.21M	Sell	88,725 -13,335	-13%	-$186K	﹤0.01%	1767
2014 Q4	$1.41M	Sell	102,060 -15,817	-13%	-$233K	﹤0.01%	1669
2014 Q3	$1.8M	Buy	117,877 +22,411	+23%	+$370K	﹤0.01%	1466
2014 Q2	$1.8M	Sell	95,466 -23,077	-19%	-$435K	﹤0.01%	1514
2014 Q1	$2.33M	Buy	118,543 +47,397	+67%	+$1.1M	﹤0.01%	1466
2013 Q4	$2.08M	Buy	71,146 +36,825	+107%	+$994K	﹤0.01%	1502
2013 Q3	$789K	Buy	34,321 +9,295	+37%	+$194K	﹤0.01%	2038
2013 Q2	$464K	Buy	+25,026	New	+$425K	﹤0.01%	2071

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 Group's AVTA Position: Q4 2016 in Review

BlackRock Group increased its Avantax, Inc. Common Stock (AVTA) stake by 45% in Q4 2016, buying an estimated $293K and bringing the position to 70,547 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

BlackRock Group first reported a position in AVTA in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.33M in Q1 2014. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2016.

BlackRock Group held 70,547 shares of Avantax, Inc. Common Stock worth $1.04M as of Q4 2016.
BlackRock Group bought 21,756 Avantax, Inc. Common Stock shares in Q4 2016, an estimated $293K.
Avantax, Inc. Common Stock made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #2110 holding.
BlackRock Group first reported a position in Avantax, Inc. Common Stock in Q2 2013 and has held it in 15 quarters since.
BlackRock Group's Avantax, Inc. Common Stock position peaked at $2.33M in Q1 2014.
144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2016.

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