CFA
AV

Carroll Financial Associates’s Aviva Plc AV Stock Holding History

Carroll Financial Associates’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
2014
Q3 		– Sell
-300
Closed -$5K – 1050
2014
Q2 		$5K Hold
300
– – ﹤0.01% 725
2014
Q1 		$5K Buy
+300
New +$4.71K ﹤0.01% 667

Other funds holding AV

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CCM
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MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carroll Financial Associates's AV Position: Q3 2014 in Review

Carroll Financial Associates sold out of Aviva Plc (AV) in Q3 2014, closing a stake of 300 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in AV in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 70 funds tracked by Wall St. Rank hold AV as of Q3 2014.

  • Carroll Financial Associates reported no remaining Aviva Plc position as of Q3 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 300 Aviva Plc shares in Q3 2014, an estimated $5K.
  • Carroll Financial Associates first reported a position in Aviva Plc in Q1 2014 and held it in 2 quarters.
  • Carroll Financial Associates's Aviva Plc position peaked at $5K in Q2 2014.
  • 70 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2014.

Based on Carroll Financial Associates's 13F filing for Q3 2014, filed 13 Nov 2014.