BPM
AVHI

Bowling Portfolio Management’s A V Homes, Inc. AVHI Stock Holding History

Bowling Portfolio Management’s Portfolio AVHI Stock Details AVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,392
Closed -$195K – 443
2017
Q3 		$195K Sell
11,392
-2,229
-16% -$37.4K 0.03% 351
2017
Q2 		$273K Buy
+13,621
New +$234K 0.04% 335

Other funds holding AVHI

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bowling Portfolio Management's AVHI Position: Q4 2017 in Review

Bowling Portfolio Management sold out of A V Homes, Inc. (AVHI) in Q4 2017, closing a stake of 11,392 shares — an estimated $195K sold.

Bowling Portfolio Management first reported a position in AVHI in Q2 2017 and held it in 2 quarters. The position peaked at $273K in Q2 2017. 72 funds tracked by Wall St. Rank hold AVHI as of Q4 2017.

  • Bowling Portfolio Management reported no remaining A V Homes, Inc. position as of Q4 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 11,392 A V Homes, Inc. shares in Q4 2017, an estimated $195K.
  • Bowling Portfolio Management first reported a position in A V Homes, Inc. in Q2 2017 and held it in 2 quarters.
  • Bowling Portfolio Management's A V Homes, Inc. position peaked at $273K in Q2 2017.
  • 72 funds tracked by Wall St. Rank held A V Homes, Inc. as of Q4 2017.

Based on Bowling Portfolio Management's 13F filing for Q4 2017, filed 22 Jan 2018.