LifePlan Financial Group’s Avista AVA Stock Holding History

LifePlan Financial Group’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
2013 Q3	–	Sell	-40	Closed	-$1K	–	221
2013 Q2	$1K	Buy	+40	New	+$1.1K	﹤0.01%	181

Other funds holding AVA

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LifePlan Financial Group's AVA Position: Q3 2013 in Review

LifePlan Financial Group sold out of Avista (AVA) in Q3 2013, closing a stake of 40 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in AVA in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 177 funds tracked by Wall St. Rank hold AVA as of Q3 2013.

LifePlan Financial Group reported no remaining Avista position as of Q3 2013 after selling out during the quarter.
LifePlan Financial Group sold 40 Avista shares in Q3 2013, an estimated $1K.
LifePlan Financial Group first reported a position in Avista in Q2 2013 and held it in 1 quarter.
LifePlan Financial Group's Avista position peaked at $1K in Q2 2013.
177 funds tracked by Wall St. Rank held Avista as of Q3 2013.

Based on LifePlan Financial Group's 13F filing for Q3 2013, filed 13 Nov 2013.