CS
AVTA

Comerica Securities’s Avantax, Inc. Common Stock AVTA Stock Holding History

Comerica Securities’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
2014
Q4 		– Sell
-11,588
Closed -$177K – 314
2014
Q3 		$177K Sell
11,588
-3,600
-24% -$59.5K 0.06% 272
2014
Q2 		$287K Buy
+15,188
New +$286K 0.26% 92

Other funds holding AVTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ACM
Altalis Capital Management New York $79.7M AUM 1.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Comerica Securities's AVTA Position: Q4 2014 in Review

Comerica Securities sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2014, closing a stake of 11,588 shares — an estimated $177K sold.

Comerica Securities first reported a position in AVTA in Q2 2014 and held it in 2 quarters. The position peaked at $287K in Q2 2014. 165 funds tracked by Wall St. Rank hold AVTA as of Q4 2014.

  • Comerica Securities reported no remaining Avantax, Inc. Common Stock position as of Q4 2014 after selling out during the quarter.
  • Comerica Securities sold 11,588 Avantax, Inc. Common Stock shares in Q4 2014, an estimated $177K.
  • Comerica Securities first reported a position in Avantax, Inc. Common Stock in Q2 2014 and held it in 2 quarters.
  • Comerica Securities's Avantax, Inc. Common Stock position peaked at $287K in Q2 2014.
  • 165 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2014.

Based on Comerica Securities's 13F filing for Q4 2014, filed 11 Feb 2015.