Clark Estates Inc’s Avantax, Inc. Common Stock AVTA Stock Holding History

Clark Estates Inc’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
2015 Q4	–	Sell	-168,000	Closed	-$2.31M	–	125
2015 Q3	$2.31M	Hold	168,000	–	–	0.4%	68
2015 Q2	$2.71M	Hold	168,000	–	–	0.44%	57
2015 Q1	$2.29M	Hold	168,000	–	–	0.37%	75
2014 Q4	$2.33M	Buy	168,000 +48,000	+40%	+$706K	0.35%	80
2014 Q3	$1.83M	Hold	120,000	–	–	0.29%	83
2014 Q2	$2.26M	Buy	+120,000	New	+$2.26M	0.32%	70
2013 Q3	–	Sell	-91,000	Closed	-$1.69M	–	137
2013 Q2	$1.69M	Buy	+91,000	New	+$1.55M	0.29%	72

Other funds holding AVTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BIT

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

Clark Estates Inc's AVTA Position: Q4 2015 in Review

Clark Estates Inc sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2015, closing a stake of 168,000 shares — an estimated $2.31M sold.

Clark Estates Inc first reported a position in AVTA in Q2 2013 and held it in 7 quarters. The position peaked at $2.71M in Q2 2015. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2015.

Clark Estates Inc reported no remaining Avantax, Inc. Common Stock position as of Q4 2015 after selling out during the quarter.
Clark Estates Inc sold 168,000 Avantax, Inc. Common Stock shares in Q4 2015, an estimated $2.31M.
Clark Estates Inc first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 7 quarters.
Clark Estates Inc's Avantax, Inc. Common Stock position peaked at $2.71M in Q2 2015.
144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2015.

Based on Clark Estates Inc's 13F filing for Q4 2015, filed 4 Feb 2016.