CIP
AV

Convergence Investment Partners’s Aviva Plc AV Stock Holding History

Convergence Investment Partners’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
Q1 		– Sell
-11,954
Closed -$181K – 469
2013
Q4 		$181K Sell
11,954
-4,399
-27% -$61.9K 0.03% 366
2013
Q3 		$210K Sell
16,353
-5,289
-24% -$63.9K 0.04% 285
2013
Q2 		$225K Buy
+21,642
New +$214K 0.06% 283

Other funds holding AV

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Franklin Resources
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CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Convergence Investment Partners's AV Position: Q1 2014 in Review

Convergence Investment Partners sold out of Aviva Plc (AV) in Q1 2014, closing a stake of 11,954 shares — an estimated $181K sold.

Convergence Investment Partners first reported a position in AV in Q2 2013 and held it in 3 quarters. The position peaked at $225K in Q2 2013. 62 funds tracked by Wall St. Rank hold AV as of Q1 2014.

  • Convergence Investment Partners reported no remaining Aviva Plc position as of Q1 2014 after selling out during the quarter.
  • Convergence Investment Partners sold 11,954 Aviva Plc shares in Q1 2014, an estimated $181K.
  • Convergence Investment Partners first reported a position in Aviva Plc in Q2 2013 and held it in 3 quarters.
  • Convergence Investment Partners's Aviva Plc position peaked at $225K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2014.

Based on Convergence Investment Partners's 13F filing for Q1 2014, filed 8 May 2014.