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Ausdal Financial Partners’s Avista AVA Stock Holding History

Ausdal Financial Partners’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
Q4 		– Sell
-6,800
Closed -$344K – 254
2018
Q3 		$344K Buy
6,800
+2
+0% +$102 0.1% 253
2018
Q2 		$358K Buy
6,798
+1
+0% +$52 0.11% 246
2018
Q1 		$348K Buy
6,797
+2
+0% +$101 0.12% 219
2017
Q4 		$350K Sell
6,795
-13
-0.2% -$674 0.13% 225
2017
Q3 		$352K Sell
6,808
-1,174
-15% -$58.7K 0.14% 196
2017
Q2 		$339K Buy
7,982
+2
+0% +$83 0.14% 196
2017
Q1 		$312K Buy
7,980
+17
+0.2% +$666 0.14% 190
2016
Q4 		$318K Buy
7,963
+1
+0% +$40 0.15% 174
2016
Q3 		$333K Sell
7,962
-998
-11% -$42.4K 0.17% 160
2016
Q2 		$401K Buy
8,960
+202
+2% +$8.28K 0.21% 127
2016
Q1 		$357K Buy
8,758
+2
+0% +$75 0.2% 132
2015
Q4 		$310K Buy
+8,756
New +$300K 0.16% 151

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ausdal Financial Partners's AVA Position: Q4 2018 in Review

Ausdal Financial Partners sold out of Avista (AVA) in Q4 2018, closing a stake of 6,800 shares — an estimated $344K sold.

Ausdal Financial Partners first reported a position in AVA in Q4 2015 and held it in 12 quarters. The position peaked at $401K in Q2 2016. 251 funds tracked by Wall St. Rank hold AVA as of Q4 2018.

  • Ausdal Financial Partners reported no remaining Avista position as of Q4 2018 after selling out during the quarter.
  • Ausdal Financial Partners sold 6,800 Avista shares in Q4 2018, an estimated $344K.
  • Ausdal Financial Partners first reported a position in Avista in Q4 2015 and held it in 12 quarters.
  • Ausdal Financial Partners's Avista position peaked at $401K in Q2 2016.
  • 251 funds tracked by Wall St. Rank held Avista as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.