VCM
AVTA

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

Violich 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
2014
Q2 		– Sell
-10,625
Closed -$209K – 110
2014
Q1 		$209K Hold
10,625
– – 0.07% 92
2013
Q4 		$310K Sell
10,625
-1,500
-12% -$40.5K 0.11% 79
2013
Q3 		$279K Buy
+12,125
New +$252K 0.11% 88

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Violich Capital Management's AVTA Position: Q2 2014 in Review

Violich Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2014, closing a stake of 10,625 shares — an estimated $209K sold.

Violich Capital Management first reported a position in AVTA in Q3 2013 and held it in 3 quarters. The position peaked at $310K in Q4 2013. 171 funds tracked by Wall St. Rank hold AVTA as of Q2 2014.

  • Violich Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2014 after selling out during the quarter.
  • Violich Capital Management sold 10,625 Avantax, Inc. Common Stock shares in Q2 2014, an estimated $209K.
  • Violich Capital Management first reported a position in Avantax, Inc. Common Stock in Q3 2013 and held it in 3 quarters.
  • Violich Capital Management's Avantax, Inc. Common Stock position peaked at $310K in Q4 2013.
  • 171 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2014.

Based on Violich Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.