ClearBridge Investments
AVIV

ClearBridge Investments’s AVIV REIT INC COM STK (MD) AVIV Stock Holding History

ClearBridge Investments’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-21,300
Closed -$539K – 1130
2013
Q2 		$539K Buy
+21,300
New +$560K ﹤0.01% 733

Other funds holding AVIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NA
NS Advisors Westport, Connecticut $71M AUM 25.21% 1-Year Est. Return

ClearBridge Investments's AVIV Position: Q3 2013 in Review

ClearBridge Investments sold out of AVIV REIT INC COM STK (MD) (AVIV) in Q3 2013, closing a stake of 21,300 shares — an estimated $539K sold.

ClearBridge Investments first reported a position in AVIV in Q2 2013 and held it in 1 quarter. The position peaked at $539K in Q2 2013. 86 funds tracked by Wall St. Rank hold AVIV as of Q3 2013.

  • ClearBridge Investments reported no remaining AVIV REIT INC COM STK (MD) position as of Q3 2013 after selling out during the quarter.
  • ClearBridge Investments sold 21,300 AVIV REIT INC COM STK (MD) shares in Q3 2013, an estimated $539K.
  • ClearBridge Investments first reported a position in AVIV REIT INC COM STK (MD) in Q2 2013 and held it in 1 quarter.
  • ClearBridge Investments's AVIV REIT INC COM STK (MD) position peaked at $539K in Q2 2013.
  • 86 funds tracked by Wall St. Rank held AVIV REIT INC COM STK (MD) as of Q3 2013.

Based on ClearBridge Investments's 13F filing for Q3 2013, filed 14 Nov 2013.