WFG Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

WFG Advisors’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
2013 Q3	–	Sell	-20	Closed	–	–	2277
2013 Q2	$0	Buy	+20	New	+$340	﹤0.01%	2122

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

SCA

SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return

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

BIT

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

RCM

Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

WFG Advisors's AVTA Position: Q3 2013 in Review

WFG Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2013, closing a stake of 20 shares.

WFG Advisors first reported a position in AVTA in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 150 funds tracked by Wall St. Rank hold AVTA as of Q3 2013.

WFG Advisors reported no remaining Avantax, Inc. Common Stock position as of Q3 2013 after selling out during the quarter.
WFG Advisors sold 20 Avantax, Inc. Common Stock shares in Q3 2013.
WFG Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 1 quarter.
WFG Advisors's Avantax, Inc. Common Stock position peaked at $0 in Q2 2013.
150 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.