SI
AVTA

SII Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

SII Investments’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
Q2 		– Sell
-15,928
Closed -$219K – 567
2015
Q1 		$219K Buy
+15,928
New +$222K 0.03% 472

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SII Investments's AVTA Position: Q2 2015 in Review

SII Investments sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2015, closing a stake of 15,928 shares — an estimated $219K sold.

SII Investments first reported a position in AVTA in Q1 2015 and held it in 1 quarter. The position peaked at $219K in Q1 2015. 157 funds tracked by Wall St. Rank hold AVTA as of Q2 2015.

  • SII Investments reported no remaining Avantax, Inc. Common Stock position as of Q2 2015 after selling out during the quarter.
  • SII Investments sold 15,928 Avantax, Inc. Common Stock shares in Q2 2015, an estimated $219K.
  • SII Investments first reported a position in Avantax, Inc. Common Stock in Q1 2015 and held it in 1 quarter.
  • SII Investments's Avantax, Inc. Common Stock position peaked at $219K in Q1 2015.
  • 157 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2015.

Based on SII Investments's 13F filing for Q2 2015, filed 3 Aug 2015.