RG
AVTA

Renaissance Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Renaissance Group’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
Q2 		– Sell
-10,489
Closed -$207K – 285
2014
Q1 		$207K Sell
10,489
-199
-2% -$4.6K 0.01% 214
2013
Q4 		$312K Sell
10,688
-3,496
-25% -$94.4K 0.01% 161
2013
Q3 		$326K Sell
14,184
-13
-0.1% -$271 0.01% 142
2013
Q2 		$263K Buy
+14,197
New +$241K 0.01% 148

Other funds holding AVTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Renaissance Group's AVTA Position: Q2 2014 in Review

Renaissance Group sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2014, closing a stake of 10,489 shares — an estimated $207K sold.

Renaissance Group first reported a position in AVTA in Q2 2013 and held it in 4 quarters. The position peaked at $326K in Q3 2013. 171 funds tracked by Wall St. Rank hold AVTA as of Q2 2014.

  • Renaissance Group reported no remaining Avantax, Inc. Common Stock position as of Q2 2014 after selling out during the quarter.
  • Renaissance Group sold 10,489 Avantax, Inc. Common Stock shares in Q2 2014, an estimated $207K.
  • Renaissance Group first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 4 quarters.
  • Renaissance Group's Avantax, Inc. Common Stock position peaked at $326K in Q3 2013.
  • 171 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2014.

Based on Renaissance Group's 13F filing for Q2 2014, filed 7 Aug 2014.