AP
AV

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

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Advisor Partners's AV Position: Q4 2019 in Review

Advisor Partners sold out of Aviva Plc (AV) in Q4 2019, closing a stake of 10,439 shares — an estimated $103K sold.

Advisor Partners first reported a position in AV in Q4 2018 and held it in 4 quarters. The position peaked at $155K in Q2 2019. 15 funds tracked by Wall St. Rank hold AV as of Q4 2019.

  • Advisor Partners reported no remaining Aviva Plc position as of Q4 2019 after selling out during the quarter.
  • Advisor Partners sold 10,439 Aviva Plc shares in Q4 2019, an estimated $103K.
  • Advisor Partners first reported a position in Aviva Plc in Q4 2018 and held it in 4 quarters.
  • Advisor Partners's Aviva Plc position peaked at $155K in Q2 2019.
  • 15 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2019.

Based on Advisor Partners's 13F filing for Q4 2019, filed 24 Jan 2020.