MPM
AV

Meritage Portfolio Management’s Aviva Plc AV Stock Holding History

Meritage Portfolio 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
2019
Q3 		– Sell
-226,745
Closed -$2.4M – 261
2019
Q2 		$2.4M Sell
226,745
-370
-0.2% -$3.92K 0.24% 125
2019
Q1 		$2.46M Buy
+227,115
New +$2.46M 0.25% 133
2018
Q2 		– Sell
-252,995
Closed -$3.6M – 231
2018
Q1 		$3.6M Buy
252,995
+1,285
+0.5% +$18.3K 0.35% 123
2017
Q4 		$3.47M Buy
+251,710
New +$3.47M 0.33% 130

Other funds holding AV

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
AP
Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 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
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Meritage Portfolio Management's AV Position: Q3 2019 in Review

Meritage Portfolio Management sold out of Aviva Plc (AV) in Q3 2019, closing a stake of 226,745 shares — an estimated $2.4M sold.

Meritage Portfolio Management first reported a position in AV in Q4 2017 and held it in 4 quarters. The position peaked at $3.6M in Q1 2018. 15 funds tracked by Wall St. Rank hold AV as of Q3 2019.

  • Meritage Portfolio Management reported no remaining Aviva Plc position as of Q3 2019 after selling out during the quarter.
  • Meritage Portfolio Management sold 226,745 Aviva Plc shares in Q3 2019, an estimated $2.4M.
  • Meritage Portfolio Management first reported a position in Aviva Plc in Q4 2017 and held it in 4 quarters.
  • Meritage Portfolio Management's Aviva Plc position peaked at $3.6M in Q1 2018.
  • 15 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2019.

Based on Meritage Portfolio Management's 13F filing for Q3 2019, filed 25 Oct 2019.