ACS
AVA icon

Archford Capital Strategies’s Avista AVA Stock Holding History

Archford Capital Strategies’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
2016
Q1 		– Sell
-9,885
Closed -$359K – 210
2015
Q4 		$359K Buy
+9,885
New +$339K 0.16% 142

Other funds holding AVA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Archford Capital Strategies's AVA Position: Q1 2016 in Review

Archford Capital Strategies sold out of Avista (AVA) in Q1 2016, closing a stake of 9,885 shares — an estimated $359K sold.

Archford Capital Strategies first reported a position in AVA in Q4 2015 and held it in 1 quarter. The position peaked at $359K in Q4 2015. 251 funds tracked by Wall St. Rank hold AVA as of Q1 2016.

  • Archford Capital Strategies reported no remaining Avista position as of Q1 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 9,885 Avista shares in Q1 2016, an estimated $359K.
  • Archford Capital Strategies first reported a position in Avista in Q4 2015 and held it in 1 quarter.
  • Archford Capital Strategies's Avista position peaked at $359K in Q4 2015.
  • 251 funds tracked by Wall St. Rank held Avista as of Q1 2016.

Based on Archford Capital Strategies's 13F filing for Q1 2016, filed 10 May 2016.