Avalon Investment & Advisory’s BioTelemetry, Inc. BEAT Stock Holding History

Avalon Investment & Advisory’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-32,770	Closed	-$2.05M	–	359
2019 Q1	$2.05M	Buy	+32,770	New	+$2.25M	0.05%	213
2017 Q4	–	Sell	-34,656	Closed	-$1.14M	–	389
2017 Q3	$1.14M	Sell	34,656 -257	-0.7%	-$8.9K	0.04%	238
2017 Q2	$1.17M	Buy	34,913 +447	+1%	+$13.3K	0.04%	238
2017 Q1	$998K	Buy	34,466 +3,367	+11%	+$83.4K	0.03%	245
2016 Q4	$695K	Buy	+31,099	New	+$608K	0.03%	260

Other funds holding BEAT

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avalon Investment & Advisory's BEAT Position: Q2 2019 in Review

Avalon Investment & Advisory sold out of BioTelemetry, Inc. (BEAT) in Q2 2019, closing a stake of 32,770 shares — an estimated $2.05M sold.

Avalon Investment & Advisory first reported a position in BEAT in Q4 2016 and held it in 5 quarters. The position peaked at $2.05M in Q1 2019. 251 funds tracked by Wall St. Rank hold BEAT as of Q2 2019.

Avalon Investment & Advisory reported no remaining BioTelemetry, Inc. position as of Q2 2019 after selling out during the quarter.
Avalon Investment & Advisory sold 32,770 BioTelemetry, Inc. shares in Q2 2019, an estimated $2.05M.
Avalon Investment & Advisory first reported a position in BioTelemetry, Inc. in Q4 2016 and held it in 5 quarters.
Avalon Investment & Advisory's BioTelemetry, Inc. position peaked at $2.05M in Q1 2019.
251 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2019.

Based on Avalon Investment & Advisory's 13F filing for Q2 2019, filed 14 Aug 2019.