Northwestern Mutual Wealth Management’s Aviva Plc AV Stock Holding History

Northwestern Mutual 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	-91	Closed	-$1K	–	2679
2016 Q3	$1K	Sell	91 -214	-70%	-$2.33K	﹤0.01%	2154
2016 Q2	$3K	Sell	305 -57	-16%	-$708	﹤0.01%	1811
2016 Q1	$5K	Buy	+362	New	+$4.77K	﹤0.01%	1683
2015 Q4	–	Sell	-219	Closed	-$3K	–	2059
2015 Q3	$3K	Buy	+219	New	+$3.37K	﹤0.01%	1411
2015 Q2	–	Sell	-211	Closed	-$3K	–	1820
2015 Q1	$3K	Buy	211 +95	+82%	+$1.54K	﹤0.01%	1352
2014 Q4	$2K	Hold	116	–	–	﹤0.01%	1597
2014 Q3	$2K	Buy	+116	New	+$1.99K	﹤0.01%	1231

Other funds holding AV

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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 $9.24B AUM 21.27% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CAM

Capstone Asset Management Houston, Texas $3.6B AUM 20.22% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's AV Position: Q4 2016 in Review

Northwestern Mutual Wealth Management sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 91 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in AV in Q3 2014 and held it in 7 quarters. The position peaked at $5K in Q1 2016. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

Northwestern Mutual Wealth Management reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 91 Aviva Plc shares in Q4 2016, an estimated $1K.
Northwestern Mutual Wealth Management first reported a position in Aviva Plc in Q3 2014 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Aviva Plc position peaked at $5K in Q1 2016.
36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2016, filed 15 Feb 2017.