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

McKinley Capital 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
2019 Q2	–	Sell	-2,120	Closed	-$71K	–	294
2019 Q1	$71K	Hold	2,120	–	–	0.01%	207
2018 Q4	$56K	Sell	2,120 -2,398	-53%	-$73.4K	﹤0.01%	221
2018 Q3	$182K	Sell	4,518 -404	-8%	-$14.7K	0.01%	210
2018 Q2	$182K	Sell	4,922 -341	-6%	-$11K	0.01%	227
2018 Q1	$130K	Sell	5,263 -101,513	-95%	-$2.41M	0.01%	239
2017 Q4	$2.36M	Buy	+106,776	New	+$2.38M	0.12%	141
2017 Q3	–	Sell	-530	Closed	-$11K	–	472
2017 Q2	$11K	Buy	+530	New	+$10.5K	﹤0.01%	445

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

McKinley Capital Management's AVTA Position: Q2 2019 in Review

McKinley Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2019, closing a stake of 2,120 shares — an estimated $71K sold.

McKinley Capital Management first reported a position in AVTA in Q2 2017 and held it in 7 quarters. The position peaked at $2.36M in Q4 2017. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2019.

McKinley Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
McKinley Capital Management sold 2,120 Avantax, Inc. Common Stock shares in Q2 2019, an estimated $71K.
McKinley Capital Management first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 7 quarters.
McKinley Capital Management's Avantax, Inc. Common Stock position peaked at $2.36M in Q4 2017.
203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2019.

Based on McKinley Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.