MFS
AV

MSI Financial Services’s Aviva Plc AV Stock Holding History

MSI Financial Services’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
-90
Closed -$1K – 4271
2016
Q3 		$1K Hold
90
– – ﹤0.01% 3844
2016
Q2 		$1K Sell
90
-584
-87% -$7.26K ﹤0.01% 3893
2016
Q1 		$9K Buy
674
+100
+17% +$1.32K ﹤0.01% 2889
2015
Q4 		$9K Buy
+574
New +$8.57K ﹤0.01% 2809

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

MSI Financial Services's AV Position: Q4 2016 in Review

MSI Financial Services sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 90 shares — an estimated $1K sold.

MSI Financial Services first reported a position in AV in Q4 2015 and held it in 4 quarters. The position peaked at $9K in Q1 2016. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • MSI Financial Services reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 90 Aviva Plc shares in Q4 2016, an estimated $1K.
  • MSI Financial Services first reported a position in Aviva Plc in Q4 2015 and held it in 4 quarters.
  • MSI Financial Services's Aviva Plc position peaked at $9K in Q1 2016.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.