Dimensional Fund Advisors
AV

Dimensional Fund Advisors’s Aviva Plc AV Stock Holding History

Dimensional Fund 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
-565,024
Closed -$6.5M – 3361
2016
Q3 		$6.5M Buy
565,024
+243,023
+75% +$2.64M ﹤0.01% 2427
2016
Q2 		$3.44M Buy
322,001
+136,027
+73% +$1.69M ﹤0.01% 2619
2016
Q1 		$2.43M Buy
185,974
+21,633
+13% +$285K ﹤0.01% 2720
2015
Q4 		$2.5M Sell
164,341
-39,767
-19% -$594K ﹤0.01% 2731
2015
Q3 		$2.8M Sell
204,108
-17,458
-8% -$269K ﹤0.01% 2719
2015
Q2 		$3.45M Buy
221,566
+6,909
+3% +$112K ﹤0.01% 2703
2015
Q1 		$3.47M Buy
214,657
+30,726
+17% +$499K ﹤0.01% 2674
2014
Q4 		$2.74M Buy
183,931
+19,128
+12% +$305K ﹤0.01% 2757
2014
Q3 		$2.79M Buy
164,803
+10,472
+7% +$180K ﹤0.01% 2751
2014
Q2 		$2.72M Buy
154,331
+20,805
+16% +$363K ﹤0.01% 2772
2014
Q1 		$2.14M Buy
133,526
+34,734
+35% +$546K ﹤0.01% 2823
2013
Q4 		$1.5M Buy
98,792
+3,132
+3% +$44.1K ﹤0.01% 2927
2013
Q3 		$1.23M Buy
95,660
+11,173
+13% +$135K ﹤0.01% 2993
2013
Q2 		$880K Buy
+84,487
New +$837K ﹤0.01% 3050

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

Dimensional Fund Advisors's AV Position: Q4 2016 in Review

Dimensional Fund Advisors sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 565,024 shares — an estimated $6.5M sold.

Dimensional Fund Advisors first reported a position in AV in Q2 2013 and held it in 14 quarters. The position peaked at $6.5M in Q3 2016. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Dimensional Fund Advisors reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Dimensional Fund Advisors sold 565,024 Aviva Plc shares in Q4 2016, an estimated $6.5M.
  • Dimensional Fund Advisors first reported a position in Aviva Plc in Q2 2013 and held it in 14 quarters.
  • Dimensional Fund Advisors's Aviva Plc position peaked at $6.5M in Q3 2016.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Dimensional Fund Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.