Gemmer Asset Management’s Aviva Plc AV Stock Holding History

Gemmer Asset 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
2021 Q3	–	Sell	-468	Closed	-$5K	–	1527
2021 Q2	$5K	Hold	468	–	–	﹤0.01%	1140
2021 Q1	$5K	Hold	468	–	–	﹤0.01%	1113
2020 Q4	$4K	Hold	468	–	–	﹤0.01%	1164
2020 Q3	$4K	Hold	468	–	–	﹤0.01%	1016
2020 Q2	$3K	Buy	+468	New	+$3K	﹤0.01%	1121
2020 Q1	–	Sell	-362	Closed	-$4K	–	1523
2019 Q4	$4K	Hold	362	–	–	﹤0.01%	1095
2019 Q3	$4K	Buy	362 +259	+251%	+$2.86K	﹤0.01%	1100
2019 Q2	$1K	Buy	103 +12	+13%	+$117	﹤0.01%	1356
2019 Q1	$1K	Buy	+91	New	+$1K	﹤0.01%	1385
2018 Q3	–	Sell	-219	Closed	-$3K	–	1492
2018 Q2	$3K	Hold	219	–	–	﹤0.01%	1266
2018 Q1	$3K	Buy	+219	New	+$3K	﹤0.01%	1256

Other funds holding AV

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Gemmer Asset Management's AV Position: Q3 2021 in Review

Gemmer Asset Management sold out of Aviva Plc (AV) in Q3 2021, closing a stake of 468 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in AV in Q1 2018 and held it in 11 quarters. The position peaked at $5K in Q2 2021. 5 funds tracked by Wall St. Rank hold AV as of Q3 2021.

Gemmer Asset Management reported no remaining Aviva Plc position as of Q3 2021 after selling out during the quarter.
Gemmer Asset Management sold 468 Aviva Plc shares in Q3 2021, an estimated $5K.
Gemmer Asset Management first reported a position in Aviva Plc in Q1 2018 and held it in 11 quarters.
Gemmer Asset Management's Aviva Plc position peaked at $5K in Q2 2021.
5 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.