AWM
PPS

Avior Wealth Management’s Post Properties PPS Stock Holding History

Avior Wealth Management’s Portfolio PPS Stock Details PPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-269
Closed -$18K – 526
2016
Q3 		$18K Buy
269
+2
+0.7% +$129 0.01% 304
2016
Q2 		$16K Buy
267
+2
+0.8% +$118 0.01% 310
2016
Q1 		$16K Buy
265
+2
+0.8% +$114 0.01% 311
2015
Q4 		$16K Buy
263
+2
+0.8% +$118 0.01% 278
2015
Q3 		$15K Buy
261
+2
+0.8% +$115 0.01% 260
2015
Q2 		$14K Sell
259
-141
-35% -$7.94K 0.01% 247
2015
Q1 		$23K Sell
400
-153
-28% -$9K 0.02% 189
2014
Q4 		$33K Buy
553
+4
+0.7% +$225 0.03% 159
2014
Q3 		$28K Buy
549
+4
+0.7% +$216 0.02% 170
2014
Q2 		$29K Buy
545
+4
+0.7% +$205 0.02% 174
2014
Q1 		$27K Buy
+541
New +$25.8K 0.02% 175

Other funds holding PPS

YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Avior Wealth Management's PPS Position: Q4 2016 in Review

Avior Wealth Management sold out of Post Properties (PPS) in Q4 2016, closing a stake of 269 shares — an estimated $18K sold.

Avior Wealth Management first reported a position in PPS in Q1 2014 and held it in 11 quarters. The position peaked at $33K in Q4 2014. 1 fund tracked by Wall St. Rank holds PPS as of Q4 2016.

  • Avior Wealth Management reported no remaining Post Properties position as of Q4 2016 after selling out during the quarter.
  • Avior Wealth Management sold 269 Post Properties shares in Q4 2016, an estimated $18K.
  • Avior Wealth Management first reported a position in Post Properties in Q1 2014 and held it in 11 quarters.
  • Avior Wealth Management's Post Properties position peaked at $33K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held Post Properties as of Q4 2016.

Based on Avior Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.