MIAN
AVA icon

Mariner Independent Advisor Network’s Avista AVA Stock Holding History

Mariner Independent Advisor Network’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
Q1 		– Sell
-7,623
Closed -$269K – 87
2014
Q4 		$269K Buy
+7,623
New +$260K 0.12% 131

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Mariner Independent Advisor Network's AVA Position: Q1 2015 in Review

Mariner Independent Advisor Network sold out of Avista (AVA) in Q1 2015, closing a stake of 7,623 shares — an estimated $269K sold.

Mariner Independent Advisor Network first reported a position in AVA in Q4 2014 and held it in 1 quarter. The position peaked at $269K in Q4 2014. 208 funds tracked by Wall St. Rank hold AVA as of Q1 2015.

  • Mariner Independent Advisor Network reported no remaining Avista position as of Q1 2015 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 7,623 Avista shares in Q1 2015, an estimated $269K.
  • Mariner Independent Advisor Network first reported a position in Avista in Q4 2014 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Avista position peaked at $269K in Q4 2014.
  • 208 funds tracked by Wall St. Rank held Avista as of Q1 2015.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2015, filed 15 May 2015.