LNWWM
AV

Laird Norton Wetherby Wealth Management’s Aviva Plc AV Stock Holding History

Laird Norton Wetherby 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
Q4 		– Sell
-24,363
Closed -$280K – 558
2016
Q3 		$280K Buy
24,363
+3,972
+19% +$43.2K 0.06% 403
2016
Q2 		$218K Buy
20,391
+5,665
+38% +$70.4K 0.05% 442
2016
Q1 		$192K Sell
14,726
-3,966
-21% -$52.2K 0.05% 449
2015
Q4 		$284K Buy
18,692
+4,998
+36% +$74.6K 0.07% 334
2015
Q3 		$188K Buy
13,694
+1,498
+12% +$23.1K 0.05% 420
2015
Q2 		$190K Buy
12,196
+2,145
+21% +$34.9K 0.05% 433
2015
Q1 		$163K Buy
+10,051
New +$163K 0.04% 445
2014
Q4 		– Sell
-11,357
Closed -$192K – 475
2014
Q3 		$192K Buy
+11,357
New +$195K 0.05% 410

Other funds holding AV

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AV Position: Q4 2016 in Review

Laird Norton Wetherby Wealth Management sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 24,363 shares — an estimated $280K sold.

Laird Norton Wetherby Wealth Management first reported a position in AV in Q3 2014 and held it in 8 quarters. The position peaked at $284K in Q4 2015. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Laird Norton Wetherby Wealth Management reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 24,363 Aviva Plc shares in Q4 2016, an estimated $280K.
  • Laird Norton Wetherby Wealth Management first reported a position in Aviva Plc in Q3 2014 and held it in 8 quarters.
  • Laird Norton Wetherby Wealth Management's Aviva Plc position peaked at $284K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.