AIA
NJ

Avalon Investment & Advisory’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Avalon Investment & Advisory’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-56,457
Closed -$1.21M – 391
2016
Q4 		$1.21M Sell
56,457
-2,486
-4% -$53.3K 0.04% 214
2016
Q3 		$1.35M Sell
58,943
-2,060
-3% -$47.2K 0.05% 184
2016
Q2 		$1.15M Buy
61,003
+25,601
+72% +$441K 0.04% 182
2016
Q1 		$607K Buy
+35,402
New +$603K 0.03% 194

Other funds holding NJ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
PPCM
Pillar Pacific Capital Management Pacifica, California $1.29B AUM 80.18% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
KKAMG
Kernodle & Katon Asset Management Group Searcy, Arkansas $167M AUM 10.03% 1-Year Est. Return

Avalon Investment & Advisory's NJ Position: Q1 2017 in Review

Avalon Investment & Advisory sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q1 2017, closing a stake of 56,457 shares — an estimated $1.21M sold.

Avalon Investment & Advisory first reported a position in NJ in Q1 2016 and held it in 4 quarters. The position peaked at $1.35M in Q3 2016. 16 funds tracked by Wall St. Rank hold NJ as of Q1 2017.

  • Avalon Investment & Advisory reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q1 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 56,457 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q1 2017, an estimated $1.21M.
  • Avalon Investment & Advisory first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q1 2016 and held it in 4 quarters.
  • Avalon Investment & Advisory's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $1.35M in Q3 2016.
  • 16 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q1 2017.

Based on Avalon Investment & Advisory's 13F filing for Q1 2017, filed 15 May 2017.