CIP
AVTA

Convergence Investment Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Convergence Investment Partners’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 		– Sell
-153,085
Closed -$1.72M – 383
2016
Q3 		$1.72M Buy
+153,085
New +$1.7M 0.25% 145

Other funds holding AVTA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Convergence Investment Partners's AVTA Position: Q4 2016 in Review

Convergence Investment Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2016, closing a stake of 153,085 shares — an estimated $1.72M sold.

Convergence Investment Partners first reported a position in AVTA in Q3 2016 and held it in 1 quarter. The position peaked at $1.72M in Q3 2016. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2016.

  • Convergence Investment Partners reported no remaining Avantax, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
  • Convergence Investment Partners sold 153,085 Avantax, Inc. Common Stock shares in Q4 2016, an estimated $1.72M.
  • Convergence Investment Partners first reported a position in Avantax, Inc. Common Stock in Q3 2016 and held it in 1 quarter.
  • Convergence Investment Partners's Avantax, Inc. Common Stock position peaked at $1.72M in Q3 2016.
  • 144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2016.

Based on Convergence Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.