RCM
AVTA

Riverloft Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Riverloft Capital 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
-40,000
Closed -$554K – 63
2014
Q4 		$554K Buy
+40,000
New +$588K 0.26% 49

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

Riverloft Capital Management's AVTA Position: Q1 2015 in Review

Riverloft Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2015, closing a stake of 40,000 shares — an estimated $554K sold.

Riverloft Capital Management first reported a position in AVTA in Q4 2014 and held it in 1 quarter. The position peaked at $554K in Q4 2014. 152 funds tracked by Wall St. Rank hold AVTA as of Q1 2015.

  • Riverloft Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
  • Riverloft Capital Management sold 40,000 Avantax, Inc. Common Stock shares in Q1 2015, an estimated $554K.
  • Riverloft Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2014 and held it in 1 quarter.
  • Riverloft Capital Management's Avantax, Inc. Common Stock position peaked at $554K in Q4 2014.
  • 152 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2015.

Based on Riverloft Capital Management's 13F filing for Q1 2015, filed 13 May 2015.