MAS
AVA icon

Madden Advisory Services’s Avista AVA Stock Holding History

Madden 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
2014
Q4 		– Sell
-430
Closed -$13K – 295
2014
Q3 		$13K Hold
430
– – 0.01% 262
2014
Q2 		$14K Hold
430
– – 0.01% 257
2014
Q1 		$13K Hold
430
– – 0.01% 252
2013
Q4 		$12K Buy
+430
New +$11.8K 0.01% 222

Other funds holding AVA

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Madden Advisory Services's AVA Position: Q4 2014 in Review

Madden Advisory Services sold out of Avista (AVA) in Q4 2014, closing a stake of 430 shares — an estimated $13K sold.

Madden Advisory Services first reported a position in AVA in Q4 2013 and held it in 4 quarters. The position peaked at $14K in Q2 2014. 220 funds tracked by Wall St. Rank hold AVA as of Q4 2014.

  • Madden Advisory Services reported no remaining Avista position as of Q4 2014 after selling out during the quarter.
  • Madden Advisory Services sold 430 Avista shares in Q4 2014, an estimated $13K.
  • Madden Advisory Services first reported a position in Avista in Q4 2013 and held it in 4 quarters.
  • Madden Advisory Services's Avista position peaked at $14K in Q2 2014.
  • 220 funds tracked by Wall St. Rank held Avista as of Q4 2014.

Based on Madden Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.