BIG
AV

Bellwether Investment Group’s Aviva Plc AV Stock Holding History

Bellwether Investment Group’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
-761
Closed -$9K – 1049
2016
Q4 		$9K Buy
+761
New +$8.65K 0.01% 681
2016
Q2 		$8K Buy
+750
New +$9.32K 0.01% 448

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 $8.15B AUM 29.28% 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 $5.28B AUM 23.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $40.4B AUM 21.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bellwether Investment Group's AV Position: Q1 2017 in Review

Bellwether Investment Group sold out of Aviva Plc (AV) in Q1 2017, closing a stake of 761 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in AV in Q2 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 15 funds tracked by Wall St. Rank hold AV as of Q1 2017.

  • Bellwether Investment Group reported no remaining Aviva Plc position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 761 Aviva Plc shares in Q1 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in Aviva Plc in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Aviva Plc position peaked at $9K in Q4 2016.
  • 15 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.