Aris Wealth Services’s Aviva Plc AV Stock Holding History

Aris Wealth Services’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
2015 Q3	$2K	Hold	138	–	–	﹤0.01%	347
2015 Q2	$2K	Hold	138	–	–	﹤0.01%	479
2015 Q1	$2K	Buy	+138	New	+$2.24K	﹤0.01%	501

Other funds holding AV

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aris Wealth Services's AV Position: Q3 2015 in Review

Aris Wealth Services held its Aviva Plc (AV) position steady in Q3 2015 at 138 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Aris Wealth Services first reported a position in AV in Q1 2015 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold AV as of Q3 2015.

Aris Wealth Services held 138 shares of Aviva Plc worth $2K as of Q3 2015.
Aris Wealth Services left its Aviva Plc share count unchanged in Q3 2015.
Aviva Plc made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #347 holding.
Aris Wealth Services first reported a position in Aviva Plc in Q1 2015 and has held it in 3 quarters since.
89 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.