PCP
AV

Proficio Capital Partners’s Aviva Plc AV Stock Holding History

Proficio Capital Partners’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
-428
Closed -$5K – 1242
2016
Q3 		$5K Hold
428
– – ﹤0.01% 734
2016
Q2 		$4K Buy
+428
New +$5.32K ﹤0.01% 754

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

Proficio Capital Partners's AV Position: Q4 2016 in Review

Proficio Capital Partners sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 428 shares — an estimated $5K sold.

Proficio Capital Partners first reported a position in AV in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Proficio Capital Partners reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Proficio Capital Partners sold 428 Aviva Plc shares in Q4 2016, an estimated $5K.
  • Proficio Capital Partners first reported a position in Aviva Plc in Q2 2016 and held it in 2 quarters.
  • Proficio Capital Partners's Aviva Plc position peaked at $5K in Q3 2016.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Proficio Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.