CIP
AV

Cornerstone Investment Partners’s Aviva Plc AV Stock Holding History

Cornerstone 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
2021
Q1 		– Sell
-10,004
Closed -$88K – 313
2020
Q4 		$88K Sell
10,004
-3,140
-24% -$27.6K 0.01% 206
2020
Q3 		$100K Sell
13,144
-8,433
-39% -$64.2K 0.01% 163
2020
Q2 		$149K Buy
21,577
+3,157
+17% +$21.8K 0.01% 145
2020
Q1 		$121K Buy
18,420
+445
+2% +$2.92K 0.01% 146
2019
Q4 		$198K Sell
17,975
-152
-0.8% -$1.67K 0.01% 160
2019
Q3 		$178K Sell
18,127
-264
-1% -$2.59K 0.01% 89
2019
Q2 		$195K Buy
18,391
+2,456
+15% +$26K 0.01% 91
2019
Q1 		$172K Buy
15,935
+4,220
+36% +$45.5K 0.01% 89
2018
Q4 		$111K Sell
11,715
-7,798
-40% -$73.9K 0.01% 81
2018
Q3 		$248K Buy
19,513
+3,781
+24% +$48.1K 0.01% 87
2018
Q2 		$208K Sell
15,732
-347
-2% -$4.59K 0.01% 91
2018
Q1 		$229K Buy
+16,079
New +$229K 0.01% 92
2016
Q2 		– Sell
-10,779
Closed -$141K – 91
2016
Q1 		$141K Sell
10,779
-3,130
-23% -$41.2K ﹤0.01% 83
2015
Q4 		$212K Buy
13,909
+60
+0.4% +$896 0.01% 86
2015
Q3 		$190K Sell
13,849
-615
-4% -$9.47K 0.01% 90
2015
Q2 		$225K Buy
+14,464
New +$235K 0.01% 91

Other funds holding AV

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Cornerstone Investment Partners's AV Position: Q1 2021 in Review

Cornerstone Investment Partners sold out of Aviva Plc (AV) in Q1 2021, closing a stake of 10,004 shares — an estimated $88K sold.

Cornerstone Investment Partners first reported a position in AV in Q2 2015 and held it in 16 quarters. The position peaked at $248K in Q3 2018. 11 funds tracked by Wall St. Rank hold AV as of Q1 2021.

  • Cornerstone Investment Partners reported no remaining Aviva Plc position as of Q1 2021 after selling out during the quarter.
  • Cornerstone Investment Partners sold 10,004 Aviva Plc shares in Q1 2021, an estimated $88K.
  • Cornerstone Investment Partners first reported a position in Aviva Plc in Q2 2015 and held it in 16 quarters.
  • Cornerstone Investment Partners's Aviva Plc position peaked at $248K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2021.

Based on Cornerstone Investment Partners's 13F filing for Q1 2021, filed 26 Apr 2021.