Current Value of Holding

$8.55M

Shares

202k

% of Portfolio

2.92%

Average Buy Price

$32.4

Avg closing price
Price range

8 Robert Bruce Avista Trades

Robert Bruce acquired 202k Avista shares worth $8.55M. That's 2.92% of their equity portfolio (14th largest holding). Robert Bruce started to build up the position in Avista in Q3 2014 and continued to invest until Q4 2015. Since then they sold 59.5k shares. The stake costed the investor $6.53M, netting the investor a gain of 31% so far.

Avg closing price
Price range
Sold 1.7% shares (-3.5k shares) Q3 2023
Avg closing price $35.72
Price range $32.10 - $39.58
Sold 1.7% shares (-3.5k shares) Q3 2021
Avg closing price $41.88
Price range $39.06 - $44.24
Sold 18.1% shares (-46k shares) Q2 2019
Avg closing price $42.59
Price range $40.61 - $44.88
Sold 2.5% shares (-6.5k shares) Q4 2018
Avg closing price $49.55
Price range $42.48 - $52.58
Increased shares by 16.0% (+36k shares) Q4 2015
Avg closing price $34.25
Price range $32.86 - $36.06
Increased shares by 32.4% (+55k shares) Q3 2015
Avg closing price $31.94
Price range $29.93 - $33.99
Increased shares by 750.0% (+150k shares) Q2 2015
Avg closing price $32.23
Price range $30.41 - $34.25
New holding (+20k shares) Q3 2014
Avg closing price $31.90
Price range $30.53 - $33.35

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