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Financial Advocates Investment Management’s Avista AVA Stock Holding History

Financial Advocates Investment Management’s Portfolio AVA Stock Details AVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,498
Closed -$387K – 486
2017
Q4 		$387K Buy
+7,498
New +$389K 0.05% 301

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's AVA Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Avista (AVA) in Q1 2018, closing a stake of 7,498 shares — an estimated $387K sold.

Financial Advocates Investment Management first reported a position in AVA in Q4 2017 and held it in 1 quarter. The position peaked at $387K in Q4 2017. 248 funds tracked by Wall St. Rank hold AVA as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Avista position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,498 Avista shares in Q1 2018, an estimated $387K.
  • Financial Advocates Investment Management first reported a position in Avista in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Avista position peaked at $387K in Q4 2017.
  • 248 funds tracked by Wall St. Rank held Avista as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.