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

STMM

South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

CCM

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

PPA

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

WAM

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

CIP

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

QCG

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

LWA

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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.