NMIS
AVTA

Northwestern Mutual Investment Services’s Avantax, Inc. Common Stock AVTA Stock Holding History

Northwestern Mutual Investment Services’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 		– Sell
-80
Closed -$2K – 139
2014
Q2 		$2K Buy
+80
New +$1.51K ﹤0.01% 93

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 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $3.37T AUM 44.26% 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

Northwestern Mutual Investment Services's AVTA Position: Q3 2014 in Review

Northwestern Mutual Investment Services sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2014, closing a stake of 80 shares — an estimated $2K sold.

Northwestern Mutual Investment Services first reported a position in AVTA in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2014.

  • Northwestern Mutual Investment Services reported no remaining Avantax, Inc. Common Stock position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 80 Avantax, Inc. Common Stock shares in Q3 2014, an estimated $2K.
  • Northwestern Mutual Investment Services first reported a position in Avantax, Inc. Common Stock in Q2 2014 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Avantax, Inc. Common Stock position peaked at $2K in Q2 2014.
  • 156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q3 2014, filed 14 Nov 2014.