NIMC
AV

NWQ Investment Management Company’s Aviva Plc AV Stock Holding History

NWQ Investment Management Company’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
Q3 		– Sell
-184,250
Closed -$1.97M – 204
2016
Q2 		$1.97M Buy
184,250
+7,435
+4% +$92.4K 0.03% 136
2016
Q1 		$2.31M Sell
176,815
-95,565
-35% -$1.26M 0.04% 137
2015
Q4 		$4.14M Buy
272,380
+890
+0.3% +$13.3K 0.06% 126
2015
Q3 		$3.72M Sell
271,490
-4,295
-2% -$66.2K 0.06% 130
2015
Q2 		$4.29M Buy
275,785
+106,165
+63% +$1.73M 0.06% 128
2015
Q1 		$2.74M Buy
+169,620
New +$2.75M 0.03% 141

Other funds holding AV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NWQ Investment Management Company's AV Position: Q3 2016 in Review

NWQ Investment Management Company sold out of Aviva Plc (AV) in Q3 2016, closing a stake of 184,250 shares — an estimated $1.97M sold.

NWQ Investment Management Company first reported a position in AV in Q1 2015 and held it in 6 quarters. The position peaked at $4.29M in Q2 2015. 87 funds tracked by Wall St. Rank hold AV as of Q3 2016.

  • NWQ Investment Management Company reported no remaining Aviva Plc position as of Q3 2016 after selling out during the quarter.
  • NWQ Investment Management Company sold 184,250 Aviva Plc shares in Q3 2016, an estimated $1.97M.
  • NWQ Investment Management Company first reported a position in Aviva Plc in Q1 2015 and held it in 6 quarters.
  • NWQ Investment Management Company's Aviva Plc position peaked at $4.29M in Q2 2015.
  • 87 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2016.

Based on NWQ Investment Management Company's 13F filing for Q3 2016, filed 14 Nov 2016.