GWM
AV

Gupta Wealth Management’s Aviva Plc AV Stock Holding History

Gupta 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
2016
Q1 		$14K Hold
1,094
– – ﹤0.01% 800
2015
Q4 		$17K Hold
1,094
– – ﹤0.01% 725
2015
Q3 		$15K Buy
+1,094
New +$16.9K ﹤0.01% 801

Other funds holding AV

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Gupta Wealth Management's AV Position: Q1 2016 in Review

Gupta Wealth Management held its Aviva Plc (AV) position steady in Q1 2016 at 1,094 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Gupta Wealth Management first reported a position in AV in Q3 2015 and has held it in 3 quarters since. The position peaked at $17K in Q4 2015. 88 funds tracked by Wall St. Rank hold AV as of Q1 2016.

  • Gupta Wealth Management held 1,094 shares of Aviva Plc worth $14K as of Q1 2016.
  • Gupta Wealth Management left its Aviva Plc share count unchanged in Q1 2016.
  • Aviva Plc made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #800 holding.
  • Gupta Wealth Management first reported a position in Aviva Plc in Q3 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Aviva Plc position peaked at $17K in Q4 2015.
  • 88 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.