Advisory Research’s Avalon Holdings AWX Stock Holding History

Advisory Research’s Portfolio AWX Stock Details AWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-140,033	Closed	-$340K	–	430
2017 Q2	$340K	Sell	140,033 -190,071	-58%	-$472K	0.01%	391
2017 Q1	$786K	Sell	330,104 -45,599	-12%	-$128K	0.01%	338
2016 Q4	$1.11M	Hold	375,703	–	–	0.02%	264
2016 Q3	$1.11M	Hold	375,703	–	–	0.02%	174
2016 Q2	$875K	Hold	375,703	–	–	0.02%	183
2016 Q1	$706K	Hold	375,703	–	–	0.01%	201
2015 Q4	$710K	Hold	375,703	–	–	0.01%	218
2015 Q3	$721K	Hold	375,703	–	–	0.01%	232
2015 Q2	$902K	Hold	375,703	–	–	0.01%	240
2015 Q1	$1M	Hold	375,703	–	–	0.01%	241
2014 Q4	$984K	Hold	375,703	–	–	0.01%	254
2014 Q3	$1.4M	Hold	375,703	–	–	0.01%	230
2014 Q2	$1.62M	Hold	375,703	–	–	0.02%	221
2014 Q1	$1.96M	Hold	375,703	–	–	0.02%	190
2013 Q4	$1.95M	Hold	375,703	–	–	0.02%	200
2013 Q3	$2.02M	Hold	375,703	–	–	0.02%	202
2013 Q2	$1.3M	Buy	+375,703	New	+$1.38M	0.01%	226

Other funds holding AWX

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

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

RHAM

Round Hill Asset Management Pasadena, California $153M AUM 6.67% 1-Year Est. Return

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Advisory Research's AWX Position: Q3 2017 in Review

Advisory Research sold out of Avalon Holdings (AWX) in Q3 2017, closing a stake of 140,033 shares — an estimated $340K sold.

Advisory Research first reported a position in AWX in Q2 2013 and held it in 17 quarters. The position peaked at $2.02M in Q3 2013. 7 funds tracked by Wall St. Rank hold AWX as of Q3 2017.

Advisory Research reported no remaining Avalon Holdings position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 140,033 Avalon Holdings shares in Q3 2017, an estimated $340K.
Advisory Research first reported a position in Avalon Holdings in Q2 2013 and held it in 17 quarters.
Advisory Research's Avalon Holdings position peaked at $2.02M in Q3 2013.
7 funds tracked by Wall St. Rank held Avalon Holdings as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.