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National Planning Corporation’s Avista AVA Stock Holding History

National Planning Corporation’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
-4,248
Closed -$151K – 745
2014
Q4 		$151K Buy
+4,248
New +$145K 0.01% 762

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

National Planning Corporation's AVA Position: Q1 2015 in Review

National Planning Corporation sold out of Avista (AVA) in Q1 2015, closing a stake of 4,248 shares — an estimated $151K sold.

National Planning Corporation first reported a position in AVA in Q4 2014 and held it in 1 quarter. The position peaked at $151K in Q4 2014. 208 funds tracked by Wall St. Rank hold AVA as of Q1 2015.

  • National Planning Corporation reported no remaining Avista position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 4,248 Avista shares in Q1 2015, an estimated $151K.
  • National Planning Corporation first reported a position in Avista in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Avista position peaked at $151K in Q4 2014.
  • 208 funds tracked by Wall St. Rank held Avista as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.