HighTower Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

HighTower Advisors’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
2017 Q1	–	Sell	-69,459	Closed	-$1.02M	–	2184
2016 Q4	$1.02M	Buy	+69,459	New	+$937K	0.01%	963
2014 Q3	–	Sell	-23,083	Closed	-$436K	–	1679
2014 Q2	$436K	Buy	+23,083	New	+$435K	0.01%	1100

Other funds holding AVTA

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

BlackRock New York $5.72T AUM 30.48% 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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

HighTower Advisors's AVTA Position: Q1 2017 in Review

HighTower Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2017, closing a stake of 69,459 shares — an estimated $1.02M sold.

HighTower Advisors first reported a position in AVTA in Q2 2014 and held it in 2 quarters. The position peaked at $1.02M in Q4 2016. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2017.

HighTower Advisors reported no remaining Avantax, Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
HighTower Advisors sold 69,459 Avantax, Inc. Common Stock shares in Q1 2017, an estimated $1.02M.
HighTower Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2014 and held it in 2 quarters.
HighTower Advisors's Avantax, Inc. Common Stock position peaked at $1.02M in Q4 2016.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2017.

Based on HighTower Advisors's 13F filing for Q1 2017, filed 16 May 2017.