NFG
AV

Next Financial Group’s Aviva Plc AV Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-235
Closed -$3K – 2579
2016
Q4 		$3K Hold
235
– – ﹤0.01% 2131
2016
Q3 		$3K Hold
235
– – ﹤0.01% 2123
2016
Q2 		$2K Hold
235
– – ﹤0.01% 1634
2016
Q1 		$3K Buy
+235
New +$3.09K ﹤0.01% 1514

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
STMM
South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 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
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Next Financial Group's AV Position: Q1 2017 in Review

Next Financial Group sold out of Aviva Plc (AV) in Q1 2017, closing a stake of 235 shares — an estimated $3K sold.

Next Financial Group first reported a position in AV in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2016. 15 funds tracked by Wall St. Rank hold AV as of Q1 2017.

  • Next Financial Group reported no remaining Aviva Plc position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 235 Aviva Plc shares in Q1 2017, an estimated $3K.
  • Next Financial Group first reported a position in Aviva Plc in Q1 2016 and held it in 4 quarters.
  • Next Financial Group's Aviva Plc position peaked at $3K in Q4 2016.
  • 15 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.