LWM
AV

Lenox Wealth Management’s Aviva Plc AV Stock Holding History

Lenox 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
2020
Q2 		$18K Buy
+2,711
New +$18K 0.01% 363
2020
Q1 		– Sell
-909
Closed -$10K – 807
2019
Q4 		$10K Buy
909
+141
+18% +$1.55K ﹤0.01% 452
2019
Q3 		$7K Buy
768
+376
+96% +$3.43K ﹤0.01% 500
2019
Q2 		$4K Hold
392
– – ﹤0.01% 551
2019
Q1 		$4K Buy
392
+24
+7% +$245 ﹤0.01% 559
2018
Q4 		$14K Buy
+368
New +$14K ﹤0.01% 349

Other funds holding AV

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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Lenox Wealth Management's AV Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Aviva Plc (AV) in Q2 2020: 2,711 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in AV as recently as Q4 2019.

Lenox Wealth Management first reported a position in AV in Q4 2018 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold AV as of Q2 2020.

  • Lenox Wealth Management held 2,711 shares of Aviva Plc worth $18K as of Q2 2020.
  • Aviva Plc was a new Lenox Wealth Management position in Q2 2020.
  • Aviva Plc made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #363 holding.
  • Lenox Wealth Management first reported a position in Aviva Plc in Q4 2018 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Aviva Plc as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.