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WFG Advisors’s Avista AVA Stock Holding History

WFG 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
2017
Q2 		$86K Hold
2,024
– – 0.02% 559
2017
Q1 		$79K Hold
2,024
– – 0.02% 545
2016
Q4 		$81K Hold
2,024
– – 0.02% 583
2016
Q3 		$85K Hold
2,024
– – 0.02% 565
2016
Q2 		$91K Hold
2,024
– – 0.02% 523
2016
Q1 		$83K Buy
2,024
+191
+10% +$7.19K 0.02% 522
2015
Q4 		$65K Hold
1,833
– – 0.02% 581
2015
Q3 		$61K Sell
1,833
-74
-4% -$2.36K 0.02% 583
2015
Q2 		$58K Hold
1,907
– – 0.02% 680
2015
Q1 		$65K Hold
1,907
– – 0.02% 658
2014
Q4 		$67K Hold
1,907
– – 0.01% 775
2014
Q3 		$58K Sell
1,907
-105
-5% -$3.35K 0.01% 867
2014
Q2 		$67K Sell
2,012
-14
-0.7% -$443 0.01% 801
2014
Q1 		$62K Buy
+2,026
New +$58.9K 0.01% 817

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

WFG Advisors's AVA Position: Q2 2017 in Review

WFG Advisors held its Avista (AVA) position steady in Q2 2017 at 2,024 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #559.

WFG Advisors first reported a position in AVA in Q1 2014 and has held it in 14 quarters since. The position peaked at $91K in Q2 2016. 239 funds tracked by Wall St. Rank hold AVA as of Q2 2017.

  • WFG Advisors held 2,024 shares of Avista worth $86K as of Q2 2017.
  • WFG Advisors left its Avista share count unchanged in Q2 2017.
  • Avista made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #559 holding.
  • WFG Advisors first reported a position in Avista in Q1 2014 and has held it in 14 quarters since.
  • WFG Advisors's Avista position peaked at $91K in Q2 2016.
  • 239 funds tracked by Wall St. Rank held Avista as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.