Meadow Creek Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Meadow Creek Investment 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 Q3	$144K	Hold	6,666	–	–	﹤0.01%	1125
2019 Q2	$202K	Hold	6,666	–	–	﹤0.01%	1040
2019 Q1	$222K	Hold	6,666	–	–	﹤0.01%	976
2018 Q4	$178K	Buy	6,666 +22	+0.3%	+$674	﹤0.01%	1005
2018 Q3	$267K	Buy	6,644 +1,408	+27%	+$51.3K	0.01%	974
2018 Q2	$194K	Hold	5,236	–	–	﹤0.01%	1000
2018 Q1	$129K	Hold	5,236	–	–	﹤0.01%	1147
2017 Q4	$116K	Buy	5,236 +1,144	+28%	+$25.5K	﹤0.01%	1167
2017 Q3	$104K	Buy	4,092 +616	+18%	+$13.9K	﹤0.01%	1143
2017 Q2	$74K	Buy	3,476 +1,694	+95%	+$33.5K	﹤0.01%	1180
2017 Q1	$31K	Buy	+1,782	New	+$27.9K	﹤0.01%	1244

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Meadow Creek Investment Management's AVTA Position: Q3 2019 in Review

Meadow Creek Investment Management held its Avantax, Inc. Common Stock (AVTA) position steady in Q3 2019 at 6,666 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Meadow Creek Investment Management first reported a position in AVTA in Q1 2017 and has held it in 11 quarters since. The position peaked at $267K in Q3 2018. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

Meadow Creek Investment Management held 6,666 shares of Avantax, Inc. Common Stock worth $144K as of Q3 2019.
Meadow Creek Investment Management left its Avantax, Inc. Common Stock share count unchanged in Q3 2019.
Avantax, Inc. Common Stock made up ﹤0.01% of Meadow Creek Investment Management's portfolio in Q3 2019, its #1125 holding.
Meadow Creek Investment Management first reported a position in Avantax, Inc. Common Stock in Q1 2017 and has held it in 11 quarters since.
Meadow Creek Investment Management's Avantax, Inc. Common Stock position peaked at $267K in Q3 2018.
181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on Meadow Creek Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.