General Motors Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

General Motors Investment 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 Q2	–	Sell	-23,874	Closed	-$326K	–	672
2015 Q1	$326K	Hold	23,874	–	–	0.03%	682
2014 Q4	$331K	Hold	23,874	–	–	0.03%	651
2014 Q3	$364K	Hold	23,874	–	–	0.03%	588
2014 Q2	$451K	Buy	23,874 +13,844	+138%	+$261K	0.04%	512
2014 Q1	$197K	Sell	10,030 -942	-9%	-$21.8K	0.02%	823
2013 Q4	$320K	Buy	10,972 +1,291	+13%	+$34.9K	0.03%	639
2013 Q3	$222K	Buy	+9,681	New	+$202K	0.02%	770

Other funds holding AVTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

General Motors Investment Management's AVTA Position: Q2 2015 in Review

General Motors Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2015, closing a stake of 23,874 shares — an estimated $326K sold.

General Motors Investment Management first reported a position in AVTA in Q3 2013 and held it in 7 quarters. The position peaked at $451K in Q2 2014. 157 funds tracked by Wall St. Rank hold AVTA as of Q2 2015.

General Motors Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2015 after selling out during the quarter.
General Motors Investment Management sold 23,874 Avantax, Inc. Common Stock shares in Q2 2015, an estimated $326K.
General Motors Investment Management first reported a position in Avantax, Inc. Common Stock in Q3 2013 and held it in 7 quarters.
General Motors Investment Management's Avantax, Inc. Common Stock position peaked at $451K in Q2 2014.
157 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2015.

Based on General Motors Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.