Waverly Advisors’s Avista AVA Stock Holding History

Waverly Advisors’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 Q4	–	Sell	-556	Closed	-$18K	–	144
2015 Q3	$18K	Buy	+556	New	+$17.8K	0.01%	287

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

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

BIT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Waverly Advisors's AVA Position: Q4 2015 in Review

Waverly Advisors sold out of Avista (AVA) in Q4 2015, closing a stake of 556 shares — an estimated $18K sold.

Waverly Advisors first reported a position in AVA in Q3 2015 and held it in 1 quarter. The position peaked at $18K in Q3 2015. 221 funds tracked by Wall St. Rank hold AVA as of Q4 2015.

Waverly Advisors reported no remaining Avista position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 556 Avista shares in Q4 2015, an estimated $18K.
Waverly Advisors first reported a position in Avista in Q3 2015 and held it in 1 quarter.
Waverly Advisors's Avista position peaked at $18K in Q3 2015.
221 funds tracked by Wall St. Rank held Avista as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.