Nair Vinay’s Avantax, Inc. Common Stock AVTA Stock Holding History

Nair Vinay’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
2015 Q2	–	Sell	-12,010	Closed	-$164K	–	361
2015 Q1	$164K	Buy	+12,010	New	+$167K	0.11%	340

Other funds holding AVTA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nair Vinay's AVTA Position: Q2 2015 in Review

Nair Vinay sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2015, closing a stake of 12,010 shares — an estimated $164K sold.

Nair Vinay first reported a position in AVTA in Q1 2015 and held it in 1 quarter. The position peaked at $164K in Q1 2015. 157 funds tracked by Wall St. Rank hold AVTA as of Q2 2015.

Nair Vinay reported no remaining Avantax, Inc. Common Stock position as of Q2 2015 after selling out during the quarter.
Nair Vinay sold 12,010 Avantax, Inc. Common Stock shares in Q2 2015, an estimated $164K.
Nair Vinay first reported a position in Avantax, Inc. Common Stock in Q1 2015 and held it in 1 quarter.
Nair Vinay's Avantax, Inc. Common Stock position peaked at $164K in Q1 2015.
157 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2015.

Based on Nair Vinay's 13F filing for Q2 2015, filed 12 Aug 2015.