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

WesBanco 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
2015 Q1	–	Sell	-16,100	Closed	-$223K	–	552
2014 Q4	$223K	Sell	16,100 -16,900	-51%	-$249K	0.01%	487
2014 Q3	$503K	Buy	33,000 +4,350	+15%	+$71.9K	0.03%	335
2014 Q2	$541K	Buy	28,650 +1,250	+5%	+$23.5K	0.03%	325
2014 Q1	$540K	Buy	27,400 +7,400	+37%	+$171K	0.03%	329
2013 Q4	$583K	Hold	20,000	–	–	0.03%	313
2013 Q3	$460K	Hold	20,000	–	–	0.03%	341
2013 Q2	$371K	Buy	+20,000	New	+$340K	0.02%	370

Other funds holding AVTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

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

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

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

ACM

Altalis Capital Management New York $79.7M AUM 1.72% 1-Year Est. Return

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

WesBanco Bank's AVTA Position: Q1 2015 in Review

WesBanco Bank sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2015, closing a stake of 16,100 shares — an estimated $223K sold.

WesBanco Bank first reported a position in AVTA in Q2 2013 and held it in 7 quarters. The position peaked at $583K in Q4 2013. 152 funds tracked by Wall St. Rank hold AVTA as of Q1 2015.

WesBanco Bank reported no remaining Avantax, Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
WesBanco Bank sold 16,100 Avantax, Inc. Common Stock shares in Q1 2015, an estimated $223K.
WesBanco Bank first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 7 quarters.
WesBanco Bank's Avantax, Inc. Common Stock position peaked at $583K in Q4 2013.
152 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2015.

Based on WesBanco Bank's 13F filing for Q1 2015, filed 4 May 2015.