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

LSV Asset Management’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 Q3	–	Sell	-65,500	Closed	-$678K	–	1115
2016 Q2	$678K	Sell	65,500 -116,000	-64%	-$912K	﹤0.01%	831
2016 Q1	$936K	Buy	181,500 +169,300	+1,388%	+$1.19M	﹤0.01%	759
2015 Q4	$119K	Buy	+12,200	New	+$135K	﹤0.01%	928

Other funds holding AVTA

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PCM

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

BIT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LSV Asset Management's AVTA Position: Q3 2016 in Review

LSV Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2016, closing a stake of 65,500 shares — an estimated $678K sold.

LSV Asset Management first reported a position in AVTA in Q4 2015 and held it in 3 quarters. The position peaked at $936K in Q1 2016. 149 funds tracked by Wall St. Rank hold AVTA as of Q3 2016.

LSV Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2016 after selling out during the quarter.
LSV Asset Management sold 65,500 Avantax, Inc. Common Stock shares in Q3 2016, an estimated $678K.
LSV Asset Management first reported a position in Avantax, Inc. Common Stock in Q4 2015 and held it in 3 quarters.
LSV Asset Management's Avantax, Inc. Common Stock position peaked at $936K in Q1 2016.
149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2016.

Based on LSV Asset Management's 13F filing for Q3 2016, filed 7 Nov 2016.