Herndon Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Herndon Capital Management’s Portfolio AVTA Stock Details AVTA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$9K	Sell
2017 Q1	$10K	Buy
2016 Q4	$8K	Buy