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

BlackRock Investment Management’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	$3.17M	Buy	214,767 +33,838	+19%	+$456K	﹤0.01%	1892
2016 Q3	$2.03M	Sell	180,929 -1,951	-1%	-$21.7K	﹤0.01%	2149
2016 Q2	$1.9M	Buy	182,880 +4,610	+3%	+$36.3K	﹤0.01%	2148
2016 Q1	$920K	Buy	178,270 +1,544	+0.9%	+$10.9K	﹤0.01%	2538
2015 Q4	$1.73M	Buy	176,726 +253	+0.1%	+$2.79K	﹤0.01%	2186
2015 Q3	$2.43M	Buy	176,473 +665	+0.4%	+$9.53K	﹤0.01%	1930
2015 Q2	$2.84M	Buy	175,808 +12,174	+7%	+$188K	﹤0.01%	1955
2015 Q1	$2.23M	Buy	163,634 +2,102	+1%	+$29.3K	﹤0.01%	1937
2014 Q4	$2.24M	Sell	161,532 -2,100	-1%	-$30.9K	﹤0.01%	1952
2014 Q3	$2.49M	Buy	163,632 +1,760	+1%	+$29.1K	﹤0.01%	1833
2014 Q2	$3.06M	Buy	161,872 +15,005	+10%	+$283K	﹤0.01%	1748
2014 Q1	$2.89M	Buy	146,867 +2,184	+2%	+$50.5K	﹤0.01%	1784
2013 Q4	$4.22M	Sell	144,683 -1,287	-0.9%	-$34.7K	0.01%	1474
2013 Q3	$3.35M	Buy	145,970 +3,559	+2%	+$74.1K	0.01%	1569
2013 Q2	$2.64M	Buy	+142,411	New	+$2.42M	﹤0.01%	1657

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 18.14% 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 16.26% 1-Year Est. Return

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

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

PWAM

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

BlackRock Investment Management's AVTA Position: Q4 2016 in Review

BlackRock Investment Management increased its Avantax, Inc. Common Stock (AVTA) stake by 19% in Q4 2016, buying an estimated $456K and bringing the position to 214,767 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

BlackRock Investment Management first reported a position in AVTA in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.22M in Q4 2013. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2016.

BlackRock Investment Management held 214,767 shares of Avantax, Inc. Common Stock worth $3.17M as of Q4 2016.
BlackRock Investment Management bought 33,838 Avantax, Inc. Common Stock shares in Q4 2016, an estimated $456K.
Avantax, Inc. Common Stock made up ﹤0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #1892 holding.
BlackRock Investment Management first reported a position in Avantax, Inc. Common Stock in Q2 2013 and has held it in 15 quarters since.
BlackRock Investment Management's Avantax, Inc. Common Stock position peaked at $4.22M in Q4 2013.
144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2016.

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