Loews Corp’s Avantax, Inc. Common Stock AVTA Stock Holding History

Loews Corp’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
2016 Q2	–	Sell	-260,000	Closed	-$1.34M	–	196
2016 Q1	$1.34M	Sell	260,000 -50,000	-16%	-$352K	0.01%	83
2015 Q4	$3.04M	Sell	310,000 -32,800	-10%	-$362K	0.02%	77
2015 Q3	$4.72M	Sell	342,800 -166,300	-33%	-$2.38M	0.04%	53
2015 Q2	$8.22M	Sell	509,100 -669,600	-57%	-$10.3M	0.06%	28
2015 Q1	$16.1M	Buy	1,178,700 +131,200	+13%	+$1.83M	0.11%	13
2014 Q4	$14.5M	Buy	+1,047,500	New	+$15.4M	0.1%	19

Other funds holding AVTA

Dimensional Fund Advisors

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Trust Advisors

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return