WP Advisors’s Avista AVA Stock Holding History

WP 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
2019 Q2	–	Sell	-640	Closed	-$260	–	71
2019 Q1	$260	Buy	+640	New	+$26.3K	0.03%	158
2018 Q4	–	Sell	-629	Closed	-$32K	–	74
2018 Q3	$32K	Buy	629 +5	+0.8%	+$256	0.03%	151
2018 Q2	$33K	Buy	+624	New	+$32.6K	0.03%	150

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WP Advisors's AVA Position: Q2 2019 in Review

WP Advisors sold out of Avista (AVA) in Q2 2019, closing a stake of 640 shares — an estimated $260 sold.

WP Advisors first reported a position in AVA in Q2 2018 and held it in 3 quarters. The position peaked at $33K in Q2 2018. 253 funds tracked by Wall St. Rank hold AVA as of Q2 2019.

WP Advisors reported no remaining Avista position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 640 Avista shares in Q2 2019, an estimated $260.
WP Advisors first reported a position in Avista in Q2 2018 and held it in 3 quarters.
WP Advisors's Avista position peaked at $33K in Q2 2018.
253 funds tracked by Wall St. Rank held Avista as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.