PMFA
AV

Plante Moran Financial Advisors’s Aviva Plc AV Stock Holding History

Plante Moran Financial Advisors’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
2014
Q1 		– Sell
-363
Closed -$5K – 766
2013
Q4 		$5K Buy
+363
New +$5.11K ﹤0.01% 549

Other funds holding AV

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Franklin Resources
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CCM
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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's AV Position: Q1 2014 in Review

Plante Moran Financial Advisors sold out of Aviva Plc (AV) in Q1 2014, closing a stake of 363 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in AV in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 62 funds tracked by Wall St. Rank hold AV as of Q1 2014.

  • Plante Moran Financial Advisors reported no remaining Aviva Plc position as of Q1 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 363 Aviva Plc shares in Q1 2014, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Aviva Plc in Q4 2013 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Aviva Plc position peaked at $5K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2014, filed 21 Apr 2014.