EWM
AV

Evercore Wealth Management’s Aviva Plc AV Stock Holding History

Evercore Wealth Management’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
2013
Q4 		– Sell
-392
Closed -$5K – 1068
2013
Q3 		$5K Buy
+392
New +$4.73K ﹤0.01% 872

Other funds holding AV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PIA
Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
WIS
Wright Investors Service Shelton, Connecticut $318M AUM 33.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's AV Position: Q4 2013 in Review

Evercore Wealth Management sold out of Aviva Plc (AV) in Q4 2013, closing a stake of 392 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in AV in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 60 funds tracked by Wall St. Rank hold AV as of Q4 2013.

  • Evercore Wealth Management reported no remaining Aviva Plc position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 392 Aviva Plc shares in Q4 2013, an estimated $5K.
  • Evercore Wealth Management first reported a position in Aviva Plc in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Aviva Plc position peaked at $5K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.