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

Miles Capital’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	-8,932	Closed	-$298K	–	205
2019 Q1	$298K	Sell	8,932 -215	-2%	-$6.26K	0.26%	104
2018 Q4	$244K	Buy	9,147 +198	+2%	+$6.06K	0.24%	121
2018 Q3	$360K	Buy	8,949 +36	+0.4%	+$1.31K	0.29%	93
2018 Q2	$330K	Hold	8,913	–	–	0.2%	99
2018 Q1	$219K	Buy	+8,913	New	+$212K	0.12%	187
2017 Q4	–	Sell	-8,653	Closed	-$219K	–	200
2017 Q3	$219K	Buy	+8,653	New	+$196K	0.12%	158

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

Miles Capital's AVTA Position: Q2 2019 in Review

Miles Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2019, closing a stake of 8,932 shares — an estimated $298K sold.

Miles Capital first reported a position in AVTA in Q3 2017 and held it in 6 quarters. The position peaked at $360K in Q3 2018. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2019.

Miles Capital reported no remaining Avantax, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
Miles Capital sold 8,932 Avantax, Inc. Common Stock shares in Q2 2019, an estimated $298K.
Miles Capital first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 6 quarters.
Miles Capital's Avantax, Inc. Common Stock position peaked at $360K in Q3 2018.
203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2019.

Based on Miles Capital's 13F filing for Q2 2019, filed 13 Aug 2019.