KAM
AVTA

Knightsbridge Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Knightsbridge Asset 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
2016
Q1 		– Sell
-353,960
Closed -$3.47M – 39
2015
Q4 		$3.47M Sell
353,960
-33,740
-9% -$331K 2.47% 17
2015
Q3 		$5.34M Buy
387,700
+1,710
+0.4% +$23.5K 3.75% 12
2015
Q2 		$6.23M Buy
+385,990
New +$6.23M 3.23% 13