Index Management Solutions’s Avantax, Inc. Common Stock AVTA Stock Holding History

Index Management Solutions’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 Q3	–	Sell	-83	Closed	-$1K	–	782
2015 Q2	$1K	Hold	83	–	–	﹤0.01%	763
2015 Q1	$1K	Sell	83 -10	-11%	-$139	﹤0.01%	753
2014 Q4	$1K	Sell	93 -42,095	-100%	-$619K	﹤0.01%	789
2014 Q3	$643K	Buy	+42,188	New	+$697K	0.07%	248

Other funds holding AVTA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 18.13% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Index Management Solutions's AVTA Position: Q3 2015 in Review

Index Management Solutions sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2015, closing a stake of 83 shares — an estimated $1K sold.

Index Management Solutions first reported a position in AVTA in Q3 2014 and held it in 4 quarters. The position peaked at $643K in Q3 2014. 143 funds tracked by Wall St. Rank hold AVTA as of Q3 2015.

Index Management Solutions reported no remaining Avantax, Inc. Common Stock position as of Q3 2015 after selling out during the quarter.
Index Management Solutions sold 83 Avantax, Inc. Common Stock shares in Q3 2015, an estimated $1K.
Index Management Solutions first reported a position in Avantax, Inc. Common Stock in Q3 2014 and held it in 4 quarters.
Index Management Solutions's Avantax, Inc. Common Stock position peaked at $643K in Q3 2014.
143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.