Concert Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Concert Wealth 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
2015 Q3	–	Sell	-45,224	Closed	-$738K	–	749
2015 Q2	$738K	Buy	+45,224	New	+$697K	0.1%	276

Other funds holding AVTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Concert Wealth Management's AVTA Position: Q3 2015 in Review

Concert Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2015, closing a stake of 45,224 shares — an estimated $738K sold.

Concert Wealth Management first reported a position in AVTA in Q2 2015 and held it in 1 quarter. The position peaked at $738K in Q2 2015. 143 funds tracked by Wall St. Rank hold AVTA as of Q3 2015.

Concert Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2015 after selling out during the quarter.
Concert Wealth Management sold 45,224 Avantax, Inc. Common Stock shares in Q3 2015, an estimated $738K.
Concert Wealth Management first reported a position in Avantax, Inc. Common Stock in Q2 2015 and held it in 1 quarter.
Concert Wealth Management's Avantax, Inc. Common Stock position peaked at $738K in Q2 2015.
143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.