RGI
AVTA

River Global Investors’s Avantax, Inc. Common Stock AVTA Stock Holding History

River Global Investors’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
2013
Q4 		– Sell
-14,000
Closed -$321K – 81
2013
Q3 		$321K Buy
+14,000
New +$291K 0.07% 74

Other funds holding AVTA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

River Global Investors's AVTA Position: Q4 2013 in Review

River Global Investors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2013, closing a stake of 14,000 shares — an estimated $321K sold.

River Global Investors first reported a position in AVTA in Q3 2013 and held it in 1 quarter. The position peaked at $321K in Q3 2013. 166 funds tracked by Wall St. Rank hold AVTA as of Q4 2013.

  • River Global Investors reported no remaining Avantax, Inc. Common Stock position as of Q4 2013 after selling out during the quarter.
  • River Global Investors sold 14,000 Avantax, Inc. Common Stock shares in Q4 2013, an estimated $321K.
  • River Global Investors first reported a position in Avantax, Inc. Common Stock in Q3 2013 and held it in 1 quarter.
  • River Global Investors's Avantax, Inc. Common Stock position peaked at $321K in Q3 2013.
  • 166 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2013.

Based on River Global Investors's 13F filing for Q4 2013, filed 3 Feb 2014.