VFA
AVTA

Virtus Fund Advisers’s Avantax, Inc. Common Stock AVTA Stock Holding History

Virtus Fund Advisers’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
Q3 		– Sell
-3,606
Closed -$68K – 2059
2014
Q2 		$68K Buy
+3,606
New +$67.9K ﹤0.01% 1666

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Virtus Fund Advisers's AVTA Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2014, closing a stake of 3,606 shares — an estimated $68K sold.

Virtus Fund Advisers first reported a position in AVTA in Q2 2014 and held it in 1 quarter. The position peaked at $68K in Q2 2014. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Avantax, Inc. Common Stock position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 3,606 Avantax, Inc. Common Stock shares in Q3 2014, an estimated $68K.
  • Virtus Fund Advisers first reported a position in Avantax, Inc. Common Stock in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Avantax, Inc. Common Stock position peaked at $68K in Q2 2014.
  • 156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.