Tinicum’s Avantax, Inc. Common Stock AVTA Stock Holding History

Tinicum’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
2016 Q3	–	Sell	-10,000	Closed	-$104K	–	8
2016 Q2	$104K	Buy	+10,000	New	+$78.7K	0.05%	8

Other funds holding AVTA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tinicum's AVTA Position: Q3 2016 in Review

Tinicum sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2016, closing a stake of 10,000 shares — an estimated $104K sold.

Tinicum first reported a position in AVTA in Q2 2016 and held it in 1 quarter. The position peaked at $104K in Q2 2016. 149 funds tracked by Wall St. Rank hold AVTA as of Q3 2016.

Tinicum reported no remaining Avantax, Inc. Common Stock position as of Q3 2016 after selling out during the quarter.
Tinicum sold 10,000 Avantax, Inc. Common Stock shares in Q3 2016, an estimated $104K.
Tinicum first reported a position in Avantax, Inc. Common Stock in Q2 2016 and held it in 1 quarter.
Tinicum's Avantax, Inc. Common Stock position peaked at $104K in Q2 2016.
149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2016.

Based on Tinicum's 13F filing for Q3 2016, filed 14 Nov 2016.