NAM
AVTA

Nichols Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Nichols Asset Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-359,252
Closed -$10.5M – 134
2013
Q4 		$10.5M Buy
359,252
+62,882
+21% +$1.83M 2.19% 1
2013
Q3 		$6.81M Buy
296,370
+245
+0.1% +$5.63K 1.88% 11
2013
Q2 		$5.49M Buy
+296,125
New +$5.49M 1.66% 23