HCM
AVTA

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

Herndon Capital Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		$9K Sell
406
-167
-29% -$3.7K ﹤0.01% 142
2017
Q1 		$10K Buy
573
+34
+6% +$593 ﹤0.01% 131
2016
Q4 		$8K Buy
+539
New +$8K ﹤0.01% 160