JMPWA
AV

JP Morgan Private Wealth Advisors’s Aviva Plc AV Stock Holding History

JP Morgan Private Wealth Advisors’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
Q2 		– Sell
-57,919
Closed -$756K – 1378
2016
Q1 		$756K Buy
+57,919
New +$763K 0.01% 626

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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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 $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AV Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of Aviva Plc (AV) in Q2 2016, closing a stake of 57,919 shares — an estimated $756K sold.

JP Morgan Private Wealth Advisors first reported a position in AV in Q1 2016 and held it in 1 quarter. The position peaked at $756K in Q1 2016. 93 funds tracked by Wall St. Rank hold AV as of Q2 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Aviva Plc position as of Q2 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 57,919 Aviva Plc shares in Q2 2016, an estimated $756K.
  • JP Morgan Private Wealth Advisors first reported a position in Aviva Plc in Q1 2016 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Aviva Plc position peaked at $756K in Q1 2016.
  • 93 funds tracked by Wall St. Rank held Aviva Plc as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.