Toronto Dominion Bank’s Avantax, Inc. Common Stock AVTA Stock Holding History

Toronto Dominion Bank’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 Q4	–	Sell	-18	Closed	–	–	1326
2016 Q3	$0	Hold	18	–	–	﹤0.01%	1272
2016 Q2	$0	Hold	18	–	–	﹤0.01%	1323
2016 Q1	$0	Hold	18	–	–	﹤0.01%	1310
2015 Q4	$0	Hold	18	–	–	﹤0.01%	1113
2015 Q3	$0	Sell	18 -2	-10%	-$29	﹤0.01%	1123
2015 Q2	$0	Buy	+20	New	+$308	﹤0.01%	1156

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

Norges Bank Oslo, Norway $935B AUM

BIT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Toronto Dominion Bank's AVTA Position: Q4 2016 in Review

Toronto Dominion Bank sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2016, closing a stake of 18 shares.

Toronto Dominion Bank first reported a position in AVTA in Q2 2015 and held it in 6 quarters. The position peaked at $0 in Q3 2016. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2016.

Toronto Dominion Bank reported no remaining Avantax, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
Toronto Dominion Bank sold 18 Avantax, Inc. Common Stock shares in Q4 2016.
Toronto Dominion Bank first reported a position in Avantax, Inc. Common Stock in Q2 2015 and held it in 6 quarters.
Toronto Dominion Bank's Avantax, Inc. Common Stock position peaked at $0 in Q3 2016.
144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2016.

Based on Toronto Dominion Bank's 13F filing for Q4 2016, filed 6 Feb 2017.