Avidian Wealth Enterprises’s Itron ITRI Stock Holding History

Avidian Wealth Enterprises’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-13,768	Closed	-$933K	–	98
2017 Q2	$933K	Buy	+13,768	New	+$903K	0.39%	18

Other funds holding ITRI

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

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

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avidian Wealth Enterprises's ITRI Position: Q3 2017 in Review

Avidian Wealth Enterprises sold out of Itron (ITRI) in Q3 2017, closing a stake of 13,768 shares — an estimated $933K sold.

Avidian Wealth Enterprises first reported a position in ITRI in Q2 2017 and held it in 1 quarter. The position peaked at $933K in Q2 2017. 242 funds tracked by Wall St. Rank hold ITRI as of Q3 2017.

Avidian Wealth Enterprises reported no remaining Itron position as of Q3 2017 after selling out during the quarter.
Avidian Wealth Enterprises sold 13,768 Itron shares in Q3 2017, an estimated $933K.
Avidian Wealth Enterprises first reported a position in Itron in Q2 2017 and held it in 1 quarter.
Avidian Wealth Enterprises's Itron position peaked at $933K in Q2 2017.
242 funds tracked by Wall St. Rank held Itron as of Q3 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2017, filed 14 Nov 2017.