UCFA
AVYA

United Capital Financial Advisors’s Avaya Holdings Corp. Common Stock AVYA Stock Holding History

United Capital Financial Advisors’s Portfolio AVYA Stock Details AVYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-42,691
Closed -$622K – 1415
2018
Q4 		$622K Buy
42,691
+2,391
+6% +$40.6K ﹤0.01% 845
2018
Q3 		$892K Buy
40,300
+8,325
+26% +$179K 0.01% 811
2018
Q2 		$642K Buy
+31,975
New +$706K ﹤0.01% 874

Other funds holding AVYA

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return
LIM
Lancaster Investment Management London, United Kingdom $165M AUM 8.37% 1-Year Est. Return

United Capital Financial Advisors's AVYA Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Avaya Holdings Corp. Common Stock (AVYA) in Q1 2019, closing a stake of 42,691 shares — an estimated $622K sold.

United Capital Financial Advisors first reported a position in AVYA in Q2 2018 and held it in 3 quarters. The position peaked at $892K in Q3 2018. 160 funds tracked by Wall St. Rank hold AVYA as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Avaya Holdings Corp. Common Stock position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 42,691 Avaya Holdings Corp. Common Stock shares in Q1 2019, an estimated $622K.
  • United Capital Financial Advisors first reported a position in Avaya Holdings Corp. Common Stock in Q2 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's Avaya Holdings Corp. Common Stock position peaked at $892K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held Avaya Holdings Corp. Common Stock as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.