FA
AV

FDx Advisors’s Aviva Plc AV Stock Holding History

FDx 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
-94,625
Closed -$1.09M – 1182
2016
Q3 		$1.09M Hold
94,625
– – 0.05% 368
2016
Q2 		$1.01M Sell
94,625
-43,190
-31% -$537K 0.05% 357
2016
Q1 		$1.8M Sell
137,815
-1,636
-1% -$21.5K 0.08% 216
2015
Q4 		$2.12M Sell
139,451
-1,598
-1% -$23.9K 0.1% 175
2015
Q3 		$1.94M Buy
141,049
+19,792
+16% +$305K 0.17% 122
2015
Q2 		$1.89M Buy
121,257
+7,557
+7% +$123K 0.09% 192
2015
Q1 		$1.84M Buy
113,700
+6,048
+6% +$98.2K 0.04% 359
2014
Q4 		$1.6M Sell
107,652
-9,137
-8% -$146K 0.1% 198
2014
Q3 		$1.98M Buy
116,789
+7,383
+7% +$127K 0.13% 158
2014
Q2 		$1.93M Buy
+109,406
New +$1.91M 0.13% 184

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

FDx Advisors's AV Position: Q4 2016 in Review

FDx Advisors sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 94,625 shares — an estimated $1.09M sold.

FDx Advisors first reported a position in AV in Q2 2014 and held it in 10 quarters. The position peaked at $2.12M in Q4 2015. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • FDx Advisors reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • FDx Advisors sold 94,625 Aviva Plc shares in Q4 2016, an estimated $1.09M.
  • FDx Advisors first reported a position in Aviva Plc in Q2 2014 and held it in 10 quarters.
  • FDx Advisors's Aviva Plc position peaked at $2.12M in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on FDx Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.