180 Wealth Advisors’s Avista AVA Stock Holding History

180 Wealth Advisors’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,734	Closed	-$355K	–	257
2018 Q2	$355K	Hold	6,734	–	–	0.18%	154
2018 Q1	$345K	Hold	6,734	–	–	0.18%	149
2017 Q4	$347K	Buy	+6,734	New	+$349K	0.18%	152

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

180 Wealth Advisors's AVA Position: Q3 2018 in Review

180 Wealth Advisors sold out of Avista (AVA) in Q3 2018, closing a stake of 6,734 shares — an estimated $355K sold.

180 Wealth Advisors first reported a position in AVA in Q4 2017 and held it in 3 quarters. The position peaked at $355K in Q2 2018. 237 funds tracked by Wall St. Rank hold AVA as of Q3 2018.

180 Wealth Advisors reported no remaining Avista position as of Q3 2018 after selling out during the quarter.
180 Wealth Advisors sold 6,734 Avista shares in Q3 2018, an estimated $355K.
180 Wealth Advisors first reported a position in Avista in Q4 2017 and held it in 3 quarters.
180 Wealth Advisors's Avista position peaked at $355K in Q2 2018.
237 funds tracked by Wall St. Rank held Avista as of Q3 2018.

Based on 180 Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.