NFA
AVTA

Nationwide Fund Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-32,213
Closed -$815K – 2329
2017
Q3 		$815K Buy
32,213
+193
+0.6% +$4.37K ﹤0.01% 1919
2017
Q2 		$679K Buy
32,020
+556
+2% +$11K ﹤0.01% 2013
2017
Q1 		$544K Sell
31,464
-2,211
-7% -$34.6K ﹤0.01% 2118
2016
Q4 		$497K Sell
33,675
-912
-3% -$12.3K ﹤0.01% 2181
2016
Q3 		$387K Sell
34,587
-90,900
-72% -$1.01M ﹤0.01% 2301
2016
Q2 		$1.3M Sell
125,487
-44,753
-26% -$352K 0.01% 1578
2016
Q1 		$846K Buy
170,240
+84,728
+99% +$596K ﹤0.01% 1812
2015
Q4 		$838K Sell
85,512
-158
-0.2% -$1.74K ﹤0.01% 1813
2015
Q3 		$1.18M Hold
85,670
– – 0.01% 1641
2015
Q2 		$1.38M Sell
85,670
-11,056
-11% -$170K 0.01% 1666
2015
Q1 		$1.32M Buy
96,726
+28,579
+42% +$399K 0.01% 1734
2014
Q4 		$944K Sell
68,147
-406
-0.6% -$5.97K ﹤0.01% 1843
2014
Q3 		$1.04M Buy
68,553
+9,130
+15% +$151K ﹤0.01% 1807
2014
Q2 		$1.12M Buy
+59,423
New +$1.12M ﹤0.01% 1799
2014
Q1 		– Sell
-143,827
Closed -$4.19M – 3220
2013
Q4 		$4.19M Buy
143,827
+22,859
+19% +$617K 0.02% 1053
2013
Q3 		$2.78M Buy
120,968
+80,437
+198% +$1.67M 0.01% 1240
2013
Q2 		$751K Buy
+40,531
New +$689K ﹤0.01% 1816

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Nationwide Fund Advisors's AVTA Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2017, closing a stake of 32,213 shares — an estimated $815K sold.

Nationwide Fund Advisors first reported a position in AVTA in Q2 2013 and held it in 17 quarters. The position peaked at $4.19M in Q4 2013. 187 funds tracked by Wall St. Rank hold AVTA as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 32,213 Avantax, Inc. Common Stock shares in Q4 2017, an estimated $815K.
  • Nationwide Fund Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 17 quarters.
  • Nationwide Fund Advisors's Avantax, Inc. Common Stock position peaked at $4.19M in Q4 2013.
  • 187 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.