Creative Planning
AV

Creative Planning’s Aviva Plc AV Stock Holding History

Creative Planning’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
Q4 		– Sell
-5,256
Closed -$60K – 5154
2016
Q3 		$60K Buy
+5,256
New +$57.1K ﹤0.01% 2225
2016
Q2 		– Sell
-317
Closed -$4K – 4799
2016
Q1 		$4K Buy
+317
New +$4.17K ﹤0.01% 3773
2015
Q3 		– Sell
-16,027
Closed -$250K – 4474
2015
Q2 		$250K Buy
+16,027
New +$261K ﹤0.01% 825
2015
Q1 		– Sell
-499
Closed -$7K – 4724
2014
Q4 		$7K Buy
+499
New +$7.96K ﹤0.01% 3378
2014
Q3 		– Sell
-32
Closed -$1K – 4408
2014
Q2 		$1K Buy
+32
New +$559 ﹤0.01% 3745
2013
Q4 		– Sell
-700
Closed -$9K – 3722
2013
Q3 		$9K Buy
700
+500
+250% +$6.04K ﹤0.01% 2536
2013
Q2 		$2K Buy
+200
New +$1.98K ﹤0.01% 2915

Other funds holding AV

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Creative Planning's AV Position: Q4 2016 in Review

Creative Planning sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 5,256 shares — an estimated $60K sold.

Creative Planning first reported a position in AV in Q2 2013 and held it in 7 quarters. The position peaked at $250K in Q2 2015. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Creative Planning reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 5,256 Aviva Plc shares in Q4 2016, an estimated $60K.
  • Creative Planning first reported a position in Aviva Plc in Q2 2013 and held it in 7 quarters.
  • Creative Planning's Aviva Plc position peaked at $250K in Q2 2015.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.