McAdam LLC’s Avantax, Inc. Common Stock AVTA Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-7	Closed	–	–	658
2018 Q3	$0	Hold	7	–	–	﹤0.01%	752
2018 Q2	$0	Hold	7	–	–	﹤0.01%	848
2018 Q1	$0	Buy	+7	New	+$166	﹤0.01%	817

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

McAdam LLC's AVTA Position: Q4 2018 in Review

McAdam LLC sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 7 shares.

McAdam LLC first reported a position in AVTA in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

McAdam LLC reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 7 Avantax, Inc. Common Stock shares in Q4 2018.
McAdam LLC first reported a position in Avantax, Inc. Common Stock in Q1 2018 and held it in 3 quarters.
McAdam LLC's Avantax, Inc. Common Stock position peaked at $0 in Q3 2018.
192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.