PWM
AV

Perigon Wealth Management’s Aviva Plc AV Stock Holding History

Perigon 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
-1,329
Closed -$15K – 786
2016
Q3 		$15K Buy
+1,329
New +$14.4K ﹤0.01% 440

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

Perigon Wealth Management's AV Position: Q4 2016 in Review

Perigon Wealth Management sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 1,329 shares — an estimated $15K sold.

Perigon Wealth Management first reported a position in AV in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Perigon Wealth Management reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 1,329 Aviva Plc shares in Q4 2016, an estimated $15K.
  • Perigon Wealth Management first reported a position in Aviva Plc in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Aviva Plc position peaked at $15K in Q3 2016.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.