Advisor Partners’s Aviva Plc AV Stock Holding History

Advisor Partners’s Portfolio AV Stock Details AV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10,439	Closed	-$103K	–	664
2019 Q3	$103K	Sell	10,439 -4,208	-29%	-$41.5K	0.01%	648
2019 Q2	$155K	Buy	14,647 +1,183	+9%	+$12.5K	0.02%	616
2019 Q1	$145K	Buy	13,464 +713	+6%	+$7.68K	0.02%	610
2018 Q4	$122K	Buy	+12,751	New	+$122K	0.02%	581

Other funds holding AV

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return