MCM
AVTA

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

Munder 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
2014
Q3 		$445K Sell
29,205
-2,490
-8% -$41.2K ﹤0.01% 515
2014
Q2 		$598K Sell
31,695
-7,191
-18% -$135K ﹤0.01% 493
2014
Q1 		$766K Buy
38,886
+8,161
+27% +$189K 0.01% 464
2013
Q4 		$896K Hold
30,725
– – 0.01% 427
2013
Q3 		$706K Buy
+30,725
New +$640K 0.01% 464

Other funds holding AVTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Munder Capital Management's AVTA Position: Q3 2014 in Review

Munder Capital Management reduced its Avantax, Inc. Common Stock (AVTA) stake by 7.9% in Q3 2014, selling an estimated $41.2K and leaving 29,205 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Munder Capital Management first reported a position in AVTA in Q3 2013 and has held it in 5 quarters since. The position peaked at $896K in Q4 2013. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2014.

  • Munder Capital Management held 29,205 shares of Avantax, Inc. Common Stock worth $445K as of Q3 2014.
  • Munder Capital Management sold 2,490 Avantax, Inc. Common Stock shares in Q3 2014, an estimated $41.2K.
  • Avantax, Inc. Common Stock made up ﹤0.01% of Munder Capital Management's portfolio in Q3 2014, its #515 holding.
  • Munder Capital Management first reported a position in Avantax, Inc. Common Stock in Q3 2013 and has held it in 5 quarters since.
  • Munder Capital Management's Avantax, Inc. Common Stock position peaked at $896K in Q4 2013.
  • 156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2014.

Based on Munder Capital Management's 13F filing for Q3 2014, filed 31 Oct 2014.