QBFM
AVTA

QS Batterymarch Financial Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$6K Hold
387
– – ﹤0.01% 893
2014
Q2 		$8K Hold
387
– – ﹤0.01% 874
2014
Q1 		$8K Hold
387
– – ﹤0.01% 1112
2013
Q4 		$12K Buy
+387
New +$10.4K ﹤0.01% 1099

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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 $2.9T AUM 29.55% 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

QS Batterymarch Financial Management's AVTA Position: Q3 2014 in Review

QS Batterymarch Financial Management held its Avantax, Inc. Common Stock (AVTA) position steady in Q3 2014 at 387 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

QS Batterymarch Financial Management first reported a position in AVTA in Q4 2013 and has held it in 4 quarters since. The position peaked at $12K in Q4 2013. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2014.

  • QS Batterymarch Financial Management held 387 shares of Avantax, Inc. Common Stock worth $6K as of Q3 2014.
  • QS Batterymarch Financial Management left its Avantax, Inc. Common Stock share count unchanged in Q3 2014.
  • Avantax, Inc. Common Stock made up ﹤0.01% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #893 holding.
  • QS Batterymarch Financial Management first reported a position in Avantax, Inc. Common Stock in Q4 2013 and has held it in 4 quarters since.
  • QS Batterymarch Financial Management's Avantax, Inc. Common Stock position peaked at $12K in Q4 2013.
  • 156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.