CEP
AVTA

Chicago Equity Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Chicago Equity Partners’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-129,750
Closed -$3.28M – 850
2017
Q3 		$3.28M Sell
129,750
-34,135
-21% -$864K 0.1% 271
2017
Q2 		$3.47M Buy
+163,885
New +$3.47M 0.09% 265