Arax Advisory Partners
AV icon

Arax Advisory Partners’s Aviva Plc AV Stock Holding History

Arax Advisory 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
2018
Q3 		– Sell
-1,138
Closed -$15K – 778
2018
Q2 		$15K Buy
1,138
+401
+54% +$5.29K 0.01% 323
2018
Q1 		$10K Buy
737
+561
+319% +$7.61K 0.01% 331
2017
Q4 		$2K Hold
176
– – ﹤0.01% 433
2017
Q3 		$2K Sell
176
-280
-61% -$3.18K ﹤0.01% 434
2017
Q2 		$6K Buy
456
+298
+189% +$3.92K ﹤0.01% 381
2017
Q1 		$2K Hold
158
– – ﹤0.01% 472
2016
Q4 		$2K Buy
+158
New +$1.8K ﹤0.01% 510

Other funds holding AV

South Texas Money Management
South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
World Asset Management
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Cornerstone Investment Partners
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Lenox Wealth Advisors
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Arax Advisory Partners's AV Position: Q3 2018 in Review

Arax Advisory Partners sold out of Aviva Plc (AV) in Q3 2018, closing a stake of 1,138 shares — an estimated $15K sold.

Arax Advisory Partners first reported a position in AV in Q4 2016 and held it in 7 quarters. The position peaked at $15K in Q2 2018. 12 funds tracked by Wall St. Rank hold AV as of Q3 2018.

  • Arax Advisory Partners reported no remaining Aviva Plc position as of Q3 2018 after selling out during the quarter.
  • Arax Advisory Partners sold 1,138 Aviva Plc shares in Q3 2018, an estimated $15K.
  • Arax Advisory Partners first reported a position in Aviva Plc in Q4 2016 and held it in 7 quarters.
  • Arax Advisory Partners's Aviva Plc position peaked at $15K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2018.

Based on Arax Advisory Partners's 13F filing for Q3 2018, filed 6 Nov 2018.