Gemmer Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Gemmer Asset 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
2019 Q3	–	Sell	-122	Closed	-$4K	–	1491
2019 Q2	$4K	Hold	122	–	–	﹤0.01%	1062
2019 Q1	$4K	Buy	122 +46	+61%	+$1.34K	﹤0.01%	1119
2018 Q4	$2K	Buy	+76	New	+$2.33K	﹤0.01%	1256
2015 Q2	–	Sell	-71	Closed	-$1K	–	1372
2015 Q1	$1K	Sell	71 -137	-66%	-$1.91K	﹤0.01%	1316
2014 Q4	$3K	Buy	208 +72	+53%	+$1.06K	﹤0.01%	1072
2014 Q3	$2K	Buy	136 +108	+386%	+$1.78K	﹤0.01%	1186
2014 Q2	$1K	Hold	28	–	–	﹤0.01%	1351
2014 Q1	$1K	Buy	+28	New	+$648	﹤0.01%	1338

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gemmer Asset Management's AVTA Position: Q3 2019 in Review

Gemmer Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2019, closing a stake of 122 shares — an estimated $4K sold.

Gemmer Asset Management first reported a position in AVTA in Q1 2014 and held it in 8 quarters. The position peaked at $4K in Q2 2019. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

Gemmer Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
Gemmer Asset Management sold 122 Avantax, Inc. Common Stock shares in Q3 2019, an estimated $4K.
Gemmer Asset Management first reported a position in Avantax, Inc. Common Stock in Q1 2014 and held it in 8 quarters.
Gemmer Asset Management's Avantax, Inc. Common Stock position peaked at $4K in Q2 2019.
181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on Gemmer Asset Management's 13F filing for Q3 2019, filed 11 Oct 2019.