B
AV

Bellecapital’s Aviva Plc AV Stock Holding History

Bellecapital’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
2017
Q1 		– Sell
-10,200
Closed -$120K – 89
2016
Q4 		$120K Hold
10,200
– – 0.11% 83
2016
Q3 		$117K Hold
10,200
– – 0.13% 73
2016
Q2 		$109K Buy
+10,200
New +$127K 0.12% 64

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
STMM
South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Bellecapital's AV Position: Q1 2017 in Review

Bellecapital sold out of Aviva Plc (AV) in Q1 2017, closing a stake of 10,200 shares — an estimated $120K sold.

Bellecapital first reported a position in AV in Q2 2016 and held it in 3 quarters. The position peaked at $120K in Q4 2016. 15 funds tracked by Wall St. Rank hold AV as of Q1 2017.

  • Bellecapital reported no remaining Aviva Plc position as of Q1 2017 after selling out during the quarter.
  • Bellecapital sold 10,200 Aviva Plc shares in Q1 2017, an estimated $120K.
  • Bellecapital first reported a position in Aviva Plc in Q2 2016 and held it in 3 quarters.
  • Bellecapital's Aviva Plc position peaked at $120K in Q4 2016.
  • 15 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2017.

Based on Bellecapital's 13F filing for Q1 2017, filed 5 May 2017.