Aris Wealth Services’s Avista AVA Stock Holding History

Aris Wealth Services’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
2015 Q2	–	Sell	-1,105	Closed	-$38K	–	512
2015 Q1	$38K	Buy	+1,105	New	+$38.6K	0.04%	243

Other funds holding AVA

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Aris Wealth Services's AVA Position: Q2 2015 in Review

Aris Wealth Services sold out of Avista (AVA) in Q2 2015, closing a stake of 1,105 shares — an estimated $38K sold.

Aris Wealth Services first reported a position in AVA in Q1 2015 and held it in 1 quarter. The position peaked at $38K in Q1 2015. 210 funds tracked by Wall St. Rank hold AVA as of Q2 2015.

Aris Wealth Services reported no remaining Avista position as of Q2 2015 after selling out during the quarter.
Aris Wealth Services sold 1,105 Avista shares in Q2 2015, an estimated $38K.
Aris Wealth Services first reported a position in Avista in Q1 2015 and held it in 1 quarter.
Aris Wealth Services's Avista position peaked at $38K in Q1 2015.
210 funds tracked by Wall St. Rank held Avista as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.