GGPS
AV

Gary Goldberg Planning Services’s Aviva Plc AV Stock Holding History

Gary Goldberg Planning Services’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
2014
Q2 		– Sell
-300
Closed -$5K – 511
2014
Q1 		$5K Buy
+300
New +$4.71K ﹤0.01% 360

Other funds holding AV

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's AV Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Aviva Plc (AV) in Q2 2014, closing a stake of 300 shares — an estimated $5K sold.

Gary Goldberg Planning Services first reported a position in AV in Q1 2014 and held it in 1 quarter. The position peaked at $5K in Q1 2014. 77 funds tracked by Wall St. Rank hold AV as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Aviva Plc position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 300 Aviva Plc shares in Q2 2014, an estimated $5K.
  • Gary Goldberg Planning Services first reported a position in Aviva Plc in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Aviva Plc position peaked at $5K in Q1 2014.
  • 77 funds tracked by Wall St. Rank held Aviva Plc as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.