MFIMFI
AVTA

Mesirow Financial Investment Management - Fixed Income’s Avantax, Inc. Common Stock AVTA Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2014
Q1 		– Sell
-199,096
Closed -$5.81M – 199
2013
Q4 		$5.81M Sell
199,096
-122,312
-38% -$3.3M 1.55% 11
2013
Q3 		$7.39M Buy
321,408
+131,301
+69% +$2.73M 2.11% 4
2013
Q2 		$3.52M Buy
+190,107
New +$3.23M 1.06% 27

Other funds holding AVTA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's AVTA Position: Q1 2014 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2014, closing a stake of 199,096 shares — an estimated $5.81M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in AVTA in Q2 2013 and held it in 3 quarters. The position peaked at $7.39M in Q3 2013. 177 funds tracked by Wall St. Rank hold AVTA as of Q1 2014.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Avantax, Inc. Common Stock position as of Q1 2014 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 199,096 Avantax, Inc. Common Stock shares in Q1 2014, an estimated $5.81M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 3 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Avantax, Inc. Common Stock position peaked at $7.39M in Q3 2013.
  • 177 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2014.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2014, filed 22 Apr 2014.