WCM Investment Management
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WCM Investment Management’s Avista AVA Stock Holding History

WCM Investment Management’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
2017
Q1 		– Sell
-17,682
Closed -$707K – 118
2016
Q4 		$707K Sell
17,682
-73,901
-81% -$2.99M 0.01% 134
2016
Q3 		$3.83M Sell
91,583
-83,393
-48% -$3.55M 0.04% 94
2016
Q2 		$7.84M Sell
174,976
-39,099
-18% -$1.6M 0.13% 58
2016
Q1 		$8.73M Sell
214,075
-19,218
-8% -$723K 0.14% 63
2015
Q4 		$8.25M Sell
233,293
-1,194
-0.5% -$40.9K 0.17% 66
2015
Q3 		$7.8M Sell
234,487
-21,382
-8% -$683K 0.19% 65
2015
Q2 		$7.84M Buy
255,869
+14,105
+6% +$455K 0.18% 77
2015
Q1 		$8.26M Sell
241,764
-2,997
-1% -$105K 0.17% 82
2014
Q4 		$8.65M Buy
244,761
+5,806
+2% +$198K 0.25% 72
2014
Q3 		$7.29M Sell
238,955
-5,727
-2% -$183K 0.22% 71
2014
Q2 		$8.2M Sell
244,682
-1,852
-0.8% -$58.6K 0.2% 85
2014
Q1 		$7.56M Sell
246,534
-8,944
-4% -$260K 0.27% 82
2013
Q4 		$7.2M Sell
255,478
-24,214
-9% -$664K 0.26% 85
2013
Q3 		$7.41M Buy
279,692
+18,808
+7% +$515K 0.39% 69
2013
Q2 		$7.05M Buy
+260,884
New +$7.17M 0.38% 74

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WCM Investment Management's AVA Position: Q1 2017 in Review

WCM Investment Management sold out of Avista (AVA) in Q1 2017, closing a stake of 17,682 shares — an estimated $707K sold.

WCM Investment Management first reported a position in AVA in Q2 2013 and held it in 15 quarters. The position peaked at $8.73M in Q1 2016. 248 funds tracked by Wall St. Rank hold AVA as of Q1 2017.

  • WCM Investment Management reported no remaining Avista position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 17,682 Avista shares in Q1 2017, an estimated $707K.
  • WCM Investment Management first reported a position in Avista in Q2 2013 and held it in 15 quarters.
  • WCM Investment Management's Avista position peaked at $8.73M in Q1 2016.
  • 248 funds tracked by Wall St. Rank held Avista as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.