Robeco Institutional Asset Management
AVTA

Robeco Institutional Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Robeco Institutional Asset 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
2018
Q1 		– Sell
-4,912
Closed -$109K – 968
2017
Q4 		$109K Hold
4,912
– – ﹤0.01% 860
2017
Q3 		$124K Buy
+4,912
New +$111K ﹤0.01% 803

Other funds holding AVTA

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return

Robeco Institutional Asset Management's AVTA Position: Q1 2018 in Review

Robeco Institutional Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2018, closing a stake of 4,912 shares — an estimated $109K sold.

Robeco Institutional Asset Management first reported a position in AVTA in Q3 2017 and held it in 2 quarters. The position peaked at $124K in Q3 2017. 183 funds tracked by Wall St. Rank hold AVTA as of Q1 2018.

  • Robeco Institutional Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 4,912 Avantax, Inc. Common Stock shares in Q1 2018, an estimated $109K.
  • Robeco Institutional Asset Management first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 2 quarters.
  • Robeco Institutional Asset Management's Avantax, Inc. Common Stock position peaked at $124K in Q3 2017.
  • 183 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2018.

Based on Robeco Institutional Asset Management's 13F filing for Q1 2018, filed 7 May 2018.