AIA
P

Avalon Investment & Advisory’s Everpure Inc P Stock Holding History

Avalon Investment & Advisory’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,140
Closed -$211K – 343
2018
Q3 		$211K Buy
+8,140
New +$202K 0.01% 338

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avalon Investment & Advisory's P Position: Q4 2018 in Review

Avalon Investment & Advisory sold out of Everpure Inc (P) in Q4 2018, closing a stake of 8,140 shares — an estimated $211K sold.

Avalon Investment & Advisory first reported a position in P in Q3 2018 and held it in 1 quarter. The position peaked at $211K in Q3 2018. 254 funds tracked by Wall St. Rank hold P as of Q4 2018.

  • Avalon Investment & Advisory reported no remaining Everpure Inc position as of Q4 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 8,140 Everpure Inc shares in Q4 2018, an estimated $211K.
  • Avalon Investment & Advisory first reported a position in Everpure Inc in Q3 2018 and held it in 1 quarter.
  • Avalon Investment & Advisory's Everpure Inc position peaked at $211K in Q3 2018.
  • 254 funds tracked by Wall St. Rank held Everpure Inc as of Q4 2018.

Based on Avalon Investment & Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.