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Vontobel Swiss Wealth Advisors’s Avnet AVT Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio AVT Stock Details AVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-600
Closed -$26K – 49
2014
Q4 		$26K Buy
+600
New +$25.4K 0.02% 80

Other funds holding AVT

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's AVT Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of Avnet (AVT) in Q1 2015, closing a stake of 600 shares — an estimated $26K sold.

Vontobel Swiss Wealth Advisors first reported a position in AVT in Q4 2014 and held it in 1 quarter. The position peaked at $26K in Q4 2014. 363 funds tracked by Wall St. Rank hold AVT as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Avnet position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 600 Avnet shares in Q1 2015, an estimated $26K.
  • Vontobel Swiss Wealth Advisors first reported a position in Avnet in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Avnet position peaked at $26K in Q4 2014.
  • 363 funds tracked by Wall St. Rank held Avnet as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.