Robert N. Shapiro’s Avista AVA Stock Holding History

Robert N. Shapiro’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 Q4	–	Sell	-6,750	Closed	-$178K	–	770
2013 Q3	$178K	Hold	6,750	–	–	0.03%	290
2013 Q2	$182K	Buy	+6,750	New	+$185K	0.04%	275

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robert N. Shapiro's AVA Position: Q4 2013 in Review

Robert N. Shapiro sold out of Avista (AVA) in Q4 2013, closing a stake of 6,750 shares — an estimated $178K sold.

Robert N. Shapiro first reported a position in AVA in Q2 2013 and held it in 2 quarters. The position peaked at $182K in Q2 2013. 186 funds tracked by Wall St. Rank hold AVA as of Q4 2013.

Robert N. Shapiro reported no remaining Avista position as of Q4 2013 after selling out during the quarter.
Robert N. Shapiro sold 6,750 Avista shares in Q4 2013, an estimated $178K.
Robert N. Shapiro first reported a position in Avista in Q2 2013 and held it in 2 quarters.
Robert N. Shapiro's Avista position peaked at $182K in Q2 2013.
186 funds tracked by Wall St. Rank held Avista as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.