FNBT
AV

FineMark National Bank & Trust’s Aviva Plc AV Stock Holding History

FineMark National Bank & Trust’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
-80
Closed -$1K – 1408
2016
Q3 		$1K Hold
80
– – ﹤0.01% 1301
2016
Q2 		$1K Buy
+80
New +$994 ﹤0.01% 1379

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 $83.7B AUM 27.22% 1-Year Est. Return

FineMark National Bank & Trust's AV Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 80 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in AV in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • FineMark National Bank & Trust reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 80 Aviva Plc shares in Q4 2016, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in Aviva Plc in Q2 2016 and held it in 2 quarters.
  • FineMark National Bank & Trust's Aviva Plc position peaked at $1K in Q3 2016.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.