CWA
AV

Cypress Wealth Advisors’s Aviva Plc AV Stock Holding History

Cypress Wealth Advisors’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
-14,367
Closed -$165K – 225
2016
Q3 		$165K Buy
14,367
+3,176
+28% +$34.5K 0.07% 193
2016
Q2 		$120K Sell
11,191
-3,438
-24% -$42.7K 0.06% 179
2016
Q1 		$191K Sell
14,629
-1,546
-10% -$20.4K 0.09% 186
2015
Q4 		$246K Buy
16,175
+2,738
+20% +$40.9K 0.12% 150
2015
Q3 		$184K Buy
+13,437
New +$207K 0.1% 172

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

Cypress Wealth Advisors's AV Position: Q4 2016 in Review

Cypress Wealth Advisors sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 14,367 shares — an estimated $165K sold.

Cypress Wealth Advisors first reported a position in AV in Q3 2015 and held it in 5 quarters. The position peaked at $246K in Q4 2015. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Cypress Wealth Advisors reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 14,367 Aviva Plc shares in Q4 2016, an estimated $165K.
  • Cypress Wealth Advisors first reported a position in Aviva Plc in Q3 2015 and held it in 5 quarters.
  • Cypress Wealth Advisors's Aviva Plc position peaked at $246K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Cypress Wealth Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.