Burt Wealth Advisors’s Aviva Plc AV Stock Holding History

Burt Wealth Advisors’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
2016 Q1	–	Sell	-427	Closed	-$6K	–	754
2015 Q4	$6K	Buy	+427	New	+$6.38K	﹤0.01%	360

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Burt Wealth Advisors's AV Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Aviva Plc (AV) in Q1 2016, closing a stake of 427 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in AV in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 88 funds tracked by Wall St. Rank hold AV as of Q1 2016.

Burt Wealth Advisors reported no remaining Aviva Plc position as of Q1 2016 after selling out during the quarter.
Burt Wealth Advisors sold 427 Aviva Plc shares in Q1 2016, an estimated $6K.
Burt Wealth Advisors first reported a position in Aviva Plc in Q4 2015 and held it in 1 quarter.
Burt Wealth Advisors's Aviva Plc position peaked at $6K in Q4 2015.
88 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.