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Wealthspire Advisors (Maryland)’s Aviat Networks AVNW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AVNW Stock Details AVNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-666
Closed -$6K – 2436
2017
Q3 		$6K Hold
666
– – ﹤0.01% 1720
2017
Q2 		$6K Hold
666
– – ﹤0.01% 1696
2017
Q1 		$5K Hold
666
– – ﹤0.01% 1509
2016
Q4 		$5K Hold
666
– – ﹤0.01% 1370
2016
Q3 		$3K Buy
+666
New +$2.83K ﹤0.01% 1461

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SCM
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Dimensional Fund Advisors
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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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AVNW Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Aviat Networks (AVNW) in Q4 2017, closing a stake of 666 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in AVNW in Q3 2016 and held it in 5 quarters. The position peaked at $6K in Q3 2017. 43 funds tracked by Wall St. Rank hold AVNW as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Aviat Networks position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 666 Aviat Networks shares in Q4 2017, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Aviat Networks in Q3 2016 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Aviat Networks position peaked at $6K in Q3 2017.
  • 43 funds tracked by Wall St. Rank held Aviat Networks as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.