IPC
AV

Independent Portfolio Consultants’s Aviva Plc AV Stock Holding History

Independent Portfolio Consultants’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
2013
Q3 		– Sell
-14,400
Closed -$150K – 469
2013
Q2 		$150K Buy
+14,400
New +$143K 0.07% 417

Other funds holding AV

IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIA
Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Independent Portfolio Consultants's AV Position: Q3 2013 in Review

Independent Portfolio Consultants sold out of Aviva Plc (AV) in Q3 2013, closing a stake of 14,400 shares — an estimated $150K sold.

Independent Portfolio Consultants first reported a position in AV in Q2 2013 and held it in 1 quarter. The position peaked at $150K in Q2 2013. 66 funds tracked by Wall St. Rank hold AV as of Q3 2013.

  • Independent Portfolio Consultants reported no remaining Aviva Plc position as of Q3 2013 after selling out during the quarter.
  • Independent Portfolio Consultants sold 14,400 Aviva Plc shares in Q3 2013, an estimated $150K.
  • Independent Portfolio Consultants first reported a position in Aviva Plc in Q2 2013 and held it in 1 quarter.
  • Independent Portfolio Consultants's Aviva Plc position peaked at $150K in Q2 2013.
  • 66 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2013.

Based on Independent Portfolio Consultants's 13F filing for Q3 2013, filed 12 Nov 2013.