Smith Salley Wealth Management’s AVX Corporation AVX Stock Holding History

Smith Salley Wealth Management’s Portfolio AVX Stock Details AVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-15,371	Closed	-$193K	–	169
2016 Q1	$193K	Sell	15,371 -1,775	-10%	-$20.7K	0.05%	154
2015 Q4	$208K	Sell	17,146 -4,483	-21%	-$59.2K	0.05%	149
2015 Q3	$283K	Sell	21,629 -6,100	-22%	-$79.4K	0.08%	128
2015 Q2	$373K	Sell	27,729 -4,746	-15%	-$67.2K	0.1%	124
2015 Q1	$463K	Sell	32,475 -17,524	-35%	-$241K	0.12%	121
2014 Q4	$700K	Sell	49,999 -20,859	-29%	-$288K	0.18%	111
2014 Q3	$941K	Sell	70,858 -36,334	-34%	-$489K	0.25%	106
2014 Q2	$1.41M	Buy	+107,192	New	+$1.42M	0.38%	83

Other funds holding AVX

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BFA

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

BIT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Smith Salley Wealth Management's AVX Position: Q2 2016 in Review

Smith Salley Wealth Management sold out of AVX Corporation (AVX) in Q2 2016, closing a stake of 15,371 shares — an estimated $193K sold.

Smith Salley Wealth Management first reported a position in AVX in Q2 2014 and held it in 8 quarters. The position peaked at $1.41M in Q2 2014. 128 funds tracked by Wall St. Rank hold AVX as of Q2 2016.

Smith Salley Wealth Management reported no remaining AVX Corporation position as of Q2 2016 after selling out during the quarter.
Smith Salley Wealth Management sold 15,371 AVX Corporation shares in Q2 2016, an estimated $193K.
Smith Salley Wealth Management first reported a position in AVX Corporation in Q2 2014 and held it in 8 quarters.
Smith Salley Wealth Management's AVX Corporation position peaked at $1.41M in Q2 2014.
128 funds tracked by Wall St. Rank held AVX Corporation as of Q2 2016.

Based on Smith Salley Wealth Management's 13F filing for Q2 2016, filed 29 Jul 2016.