DADC
AVIV

D.A. Davidson & Co’s AVIV REIT INC COM STK (MD) AVIV Stock Holding History

D.A. Davidson & Co’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
2014
Q2 		– Sell
-16,778
Closed -$410K – 2237
2014
Q1 		$410K Sell
16,778
-1,632
-9% -$39.8K 0.01% 657
2013
Q4 		$436K Buy
+18,410
New +$452K 0.02% 619

Other funds holding AVIV

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

D.A. Davidson & Co's AVIV Position: Q2 2014 in Review

D.A. Davidson & Co sold out of AVIV REIT INC COM STK (MD) (AVIV) in Q2 2014, closing a stake of 16,778 shares — an estimated $410K sold.

D.A. Davidson & Co first reported a position in AVIV in Q4 2013 and held it in 2 quarters. The position peaked at $436K in Q4 2013. 131 funds tracked by Wall St. Rank hold AVIV as of Q2 2014.

  • D.A. Davidson & Co reported no remaining AVIV REIT INC COM STK (MD) position as of Q2 2014 after selling out during the quarter.
  • D.A. Davidson & Co sold 16,778 AVIV REIT INC COM STK (MD) shares in Q2 2014, an estimated $410K.
  • D.A. Davidson & Co first reported a position in AVIV REIT INC COM STK (MD) in Q4 2013 and held it in 2 quarters.
  • D.A. Davidson & Co's AVIV REIT INC COM STK (MD) position peaked at $436K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held AVIV REIT INC COM STK (MD) as of Q2 2014.

Based on D.A. Davidson & Co's 13F filing for Q2 2014, filed 29 Jul 2014.