BAM
AVL

Bruderman Asset Management’s Avalon Rare Metals, Inc. Ordinary Shares (Canada) AVL Stock Holding History

Bruderman Asset Management’s Portfolio AVL Stock Details AVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,700
Closed – – 463
2015
Q2 		$0 Hold
1,700
– – ﹤0.01% 469
2015
Q1 		$0 Buy
+1,700
New +$393 ﹤0.01% 428

Other funds holding AVL

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Bruderman Asset Management's AVL Position: Q3 2015 in Review

Bruderman Asset Management sold out of Avalon Rare Metals, Inc. Ordinary Shares (Canada) (AVL) in Q3 2015, closing a stake of 1,700 shares.

Bruderman Asset Management first reported a position in AVL in Q1 2015 and held it in 2 quarters. The position peaked at $0 in Q2 2015. 33 funds tracked by Wall St. Rank hold AVL as of Q3 2015.

  • Bruderman Asset Management reported no remaining Avalon Rare Metals, Inc. Ordinary Shares (Canada) position as of Q3 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 1,700 Avalon Rare Metals, Inc. Ordinary Shares (Canada) shares in Q3 2015.
  • Bruderman Asset Management first reported a position in Avalon Rare Metals, Inc. Ordinary Shares (Canada) in Q1 2015 and held it in 2 quarters.
  • Bruderman Asset Management's Avalon Rare Metals, Inc. Ordinary Shares (Canada) position peaked at $0 in Q2 2015.
  • 33 funds tracked by Wall St. Rank held Avalon Rare Metals, Inc. Ordinary Shares (Canada) as of Q3 2015.

Based on Bruderman Asset Management's 13F filing for Q3 2015, filed 19 Nov 2015.