OFM
AVTA

Okumus Fund Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Okumus Fund 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
Q1 		– Sell
-504,529
Closed -$6.99M – 16
2014
Q4 		$6.99M Buy
+504,529
New +$7.42M 1.46% 9

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 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
ACM
Altalis Capital Management New York $79.7M AUM 1.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Okumus Fund Management's AVTA Position: Q1 2015 in Review

Okumus Fund Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2015, closing a stake of 504,529 shares — an estimated $6.99M sold.

Okumus Fund Management first reported a position in AVTA in Q4 2014 and held it in 1 quarter. The position peaked at $6.99M in Q4 2014. 152 funds tracked by Wall St. Rank hold AVTA as of Q1 2015.

  • Okumus Fund Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
  • Okumus Fund Management sold 504,529 Avantax, Inc. Common Stock shares in Q1 2015, an estimated $6.99M.
  • Okumus Fund Management first reported a position in Avantax, Inc. Common Stock in Q4 2014 and held it in 1 quarter.
  • Okumus Fund Management's Avantax, Inc. Common Stock position peaked at $6.99M in Q4 2014.
  • 152 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2015.

Based on Okumus Fund Management's 13F filing for Q1 2015, filed 15 May 2015.