First New York Securities’s Avantax, Inc. Common Stock AVTA Stock Holding History

First New York 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
2016 Q4	–	Sell	-1,800	Closed	-$20.2K	–	213
2016 Q3	$20.2K	Buy	+1,800	New	+$20K	0.01%	169

Other funds holding AVTA

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

BFA

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

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

Norges Bank Oslo, Norway $1T AUM

BIT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

First New York Securities's AVTA Position: Q4 2016 in Review

First New York Securities sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2016, closing a stake of 1,800 shares — an estimated $20.2K sold.

First New York Securities first reported a position in AVTA in Q3 2016 and held it in 1 quarter. The position peaked at $20.2K in Q3 2016. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2016.

First New York Securities reported no remaining Avantax, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
First New York Securities sold 1,800 Avantax, Inc. Common Stock shares in Q4 2016, an estimated $20.2K.
First New York Securities first reported a position in Avantax, Inc. Common Stock in Q3 2016 and held it in 1 quarter.
First New York Securities's Avantax, Inc. Common Stock position peaked at $20.2K in Q3 2016.
144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2016.

Based on First New York Securities's 13F filing for Q4 2016, filed 7 Feb 2017.