JO
AV

John Overdeck’s Aviva Plc AV Stock Holding History

John Overdeck’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
Q3 		– Sell
-56,592
Closed -$605K – 3633
2016
Q2 		$605K Buy
+56,592
New +$703K ﹤0.01% 2119
2016
Q1 		– Sell
-16,541
Closed -$252K – 3417
2015
Q4 		$252K Sell
16,541
-21,317
-56% -$318K ﹤0.01% 2349
2015
Q3 		$519K Sell
37,858
-93,194
-71% -$1.44M ﹤0.01% 1523
2015
Q2 		$2.04M Sell
131,052
-26,880
-17% -$437K 0.01% 1180
2015
Q1 		$2.55M Sell
157,932
-30,448
-16% -$494K 0.01% 1045
2014
Q4 		$2.81M Buy
188,380
+128,933
+217% +$2.06M 0.02% 877
2014
Q3 		$1.01M Buy
59,447
+10,833
+22% +$186K ﹤0.01% 1057
2014
Q2 		$856K Buy
+48,614
New +$848K ﹤0.01% 1392

Other funds holding AV

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

John Overdeck's AV Position: Q3 2016 in Review

John Overdeck sold out of Aviva Plc (AV) in Q3 2016, closing a stake of 56,592 shares — an estimated $605K sold.

John Overdeck first reported a position in AV in Q2 2014 and held it in 8 quarters. The position peaked at $2.81M in Q4 2014. 87 funds tracked by Wall St. Rank hold AV as of Q3 2016.

  • John Overdeck reported no remaining Aviva Plc position as of Q3 2016 after selling out during the quarter.
  • John Overdeck sold 56,592 Aviva Plc shares in Q3 2016, an estimated $605K.
  • John Overdeck first reported a position in Aviva Plc in Q2 2014 and held it in 8 quarters.
  • John Overdeck's Aviva Plc position peaked at $2.81M in Q4 2014.
  • 87 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2016.

Based on Two Sigma Investments's 13F filing for Q3 2016, filed 14 Nov 2016.