CRM
AVTA

Cramer Rosenthal McGlynn’s Avantax, Inc. Common Stock AVTA Stock Holding History

Cramer Rosenthal McGlynn’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-20,000
Closed -$583K – 296
2013
Q4 		$583K Sell
20,000
-30,000
-60% -$875K ﹤0.01% 225
2013
Q3 		$1.15M Buy
+50,000
New +$1.15M 0.01% 201