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WealthPLAN Partners’s Avnet AVT Stock Holding History

WealthPLAN Partners’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
Q2 		$2K Buy
+41
New +$1.8K ﹤0.01% 377

Other funds holding AVT

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $6.16B AUM 3.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's AVT Position: Q2 2015 in Review

WealthPLAN Partners opened a new position in Avnet (AVT) in Q2 2015: 41 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings.

352 funds tracked by Wall St. Rank hold AVT as of Q2 2015.

  • WealthPLAN Partners held 41 shares of Avnet worth $2K as of Q2 2015.
  • Avnet was a new WealthPLAN Partners position in Q2 2015.
  • Avnet made up ﹤0.01% of WealthPLAN Partners's portfolio in Q2 2015, its #377 holding.
  • 352 funds tracked by Wall St. Rank held Avnet as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.