Independent Portfolio Consultants’s Avantax, Inc. Common Stock AVTA Stock Holding History

Independent Portfolio Consultants’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 Q2	$11K	Buy	+540	New	+$10.7K	﹤0.01%	707
2015 Q2	–	Sell	-2,135	Closed	-$29K	–	1056
2015 Q1	$29K	Sell	2,135 -440	-17%	-$6.14K	0.01%	659
2014 Q4	$36K	Hold	2,575	–	–	0.01%	649
2014 Q3	$39K	Hold	2,575	–	–	0.01%	657
2014 Q2	$49K	Buy	+2,575	New	+$48.5K	0.01%	642

Other funds holding AVTA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

PWAM

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

Norges Bank Oslo, Norway $935B AUM

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

Independent Portfolio Consultants's AVTA Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Avantax, Inc. Common Stock (AVTA) in Q2 2017: 540 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in AVTA as recently as Q1 2015.

Independent Portfolio Consultants first reported a position in AVTA in Q2 2014 and has held it in 5 quarters since. The position peaked at $49K in Q2 2014. 193 funds tracked by Wall St. Rank hold AVTA as of Q2 2017.

Independent Portfolio Consultants held 540 shares of Avantax, Inc. Common Stock worth $11K as of Q2 2017.
Avantax, Inc. Common Stock was a new Independent Portfolio Consultants position in Q2 2017.
Avantax, Inc. Common Stock made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #707 holding.
Independent Portfolio Consultants first reported a position in Avantax, Inc. Common Stock in Q2 2014 and has held it in 5 quarters since.
Independent Portfolio Consultants's Avantax, Inc. Common Stock position peaked at $49K in Q2 2014.
193 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.