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

Nine Chapters 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
2015 Q4	–	Sell	-69,600	Closed	-$958K	–	618
2015 Q3	$958K	Sell	69,600 -46,100	-40%	-$661K	0.08%	351
2015 Q2	$1.87M	Buy	115,700 +64,400	+126%	+$992K	0.16%	181
2015 Q1	$701K	Buy	+51,300	New	+$715K	0.06%	479
2014 Q1	–	Sell	-38,700	Closed	-$1.13M	–	982
2013 Q4	$1.13M	Sell	38,700 -14,800	-28%	-$400K	0.11%	260
2013 Q3	$1.23M	Buy	+53,500	New	+$1.11M	0.14%	215

Other funds holding AVTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BIT

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

Nine Chapters Capital Management's AVTA Position: Q4 2015 in Review

Nine Chapters Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2015, closing a stake of 69,600 shares — an estimated $958K sold.

Nine Chapters Capital Management first reported a position in AVTA in Q3 2013 and held it in 5 quarters. The position peaked at $1.87M in Q2 2015. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2015.

Nine Chapters Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 69,600 Avantax, Inc. Common Stock shares in Q4 2015, an estimated $958K.
Nine Chapters Capital Management first reported a position in Avantax, Inc. Common Stock in Q3 2013 and held it in 5 quarters.
Nine Chapters Capital Management's Avantax, Inc. Common Stock position peaked at $1.87M in Q2 2015.
144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2015.

Based on Nine Chapters Capital Management's 13F filing for Q4 2015.