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Investors Capital Advisory Services’s Avista AVA Stock Holding History

Investors Capital Advisory Services’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
2015
Q3 		– Sell
-6,850
Closed -$209K – 726
2015
Q2 		$209K Buy
+6,850
New +$221K 0.04% 598

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
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Ameriprise
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Investors Capital Advisory Services's AVA Position: Q3 2015 in Review

Investors Capital Advisory Services sold out of Avista (AVA) in Q3 2015, closing a stake of 6,850 shares — an estimated $209K sold.

Investors Capital Advisory Services first reported a position in AVA in Q2 2015 and held it in 1 quarter. The position peaked at $209K in Q2 2015. 212 funds tracked by Wall St. Rank hold AVA as of Q3 2015.

  • Investors Capital Advisory Services reported no remaining Avista position as of Q3 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 6,850 Avista shares in Q3 2015, an estimated $209K.
  • Investors Capital Advisory Services first reported a position in Avista in Q2 2015 and held it in 1 quarter.
  • Investors Capital Advisory Services's Avista position peaked at $209K in Q2 2015.
  • 212 funds tracked by Wall St. Rank held Avista as of Q3 2015.

Based on Investors Capital Advisory Services's 13F filing for Q3 2015, filed 17 Nov 2015.