OSAM
AVIV

O'Shaughnessy Asset Management’s AVIV REIT INC COM STK (MD) AVIV Stock Holding History

O'Shaughnessy Asset Management’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-404
Closed -$11K – 1121
2014
Q3 		$11K Buy
404
+325
+411% +$9.12K ﹤0.01% 762
2014
Q2 		$2K Buy
+79
New +$2.14K ﹤0.01% 925

Other funds holding AVIV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

O'Shaughnessy Asset Management's AVIV Position: Q4 2014 in Review

O'Shaughnessy Asset Management sold out of AVIV REIT INC COM STK (MD) (AVIV) in Q4 2014, closing a stake of 404 shares — an estimated $11K sold.

O'Shaughnessy Asset Management first reported a position in AVIV in Q2 2014 and held it in 2 quarters. The position peaked at $11K in Q3 2014. 144 funds tracked by Wall St. Rank hold AVIV as of Q4 2014.

  • O'Shaughnessy Asset Management reported no remaining AVIV REIT INC COM STK (MD) position as of Q4 2014 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 404 AVIV REIT INC COM STK (MD) shares in Q4 2014, an estimated $11K.
  • O'Shaughnessy Asset Management first reported a position in AVIV REIT INC COM STK (MD) in Q2 2014 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's AVIV REIT INC COM STK (MD) position peaked at $11K in Q3 2014.
  • 144 funds tracked by Wall St. Rank held AVIV REIT INC COM STK (MD) as of Q4 2014.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.