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

JBF Capital’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 Q3	–	Sell	-1,000	Closed	-$21K	–	103
2017 Q2	$21K	Hold	1,000	–	–	﹤0.01%	87
2017 Q1	$17K	Buy	+1,000	New	+$15.7K	﹤0.01%	95
2016 Q3	–	Sell	-1,000	Closed	-$10K	–	118
2016 Q2	$10K	Hold	1,000	–	–	﹤0.01%	118
2016 Q1	$5K	Hold	1,000	–	–	﹤0.01%	134
2015 Q4	$10K	Buy	+1,000	New	+$11K	﹤0.01%	124

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

PWAM

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

JBF Capital's AVTA Position: Q3 2017 in Review

JBF Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2017, closing a stake of 1,000 shares — an estimated $21K sold.

JBF Capital first reported a position in AVTA in Q4 2015 and held it in 5 quarters. The position peaked at $21K in Q2 2017. 204 funds tracked by Wall St. Rank hold AVTA as of Q3 2017.

JBF Capital reported no remaining Avantax, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
JBF Capital sold 1,000 Avantax, Inc. Common Stock shares in Q3 2017, an estimated $21K.
JBF Capital first reported a position in Avantax, Inc. Common Stock in Q4 2015 and held it in 5 quarters.
JBF Capital's Avantax, Inc. Common Stock position peaked at $21K in Q2 2017.
204 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2017.

Based on JBF Capital's 13F filing for Q3 2017, filed 13 Nov 2017.