Rational Advisors’s Aviva Plc AV Stock Holding History

Rational 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
2013 Q4	–	Sell	-40,000	Closed	-$514K	–	916
2013 Q3	$514K	Hold	40,000	–	–	0.04%	388
2013 Q2	$416K	Buy	+40,000	New	+$396K	0.03%	405

Other funds holding AV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PIA

Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

WIS

Wright Investors Service Shelton, Connecticut $318M AUM 33.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rational Advisors's AV Position: Q4 2013 in Review

Rational Advisors sold out of Aviva Plc (AV) in Q4 2013, closing a stake of 40,000 shares — an estimated $514K sold.

Rational Advisors first reported a position in AV in Q2 2013 and held it in 2 quarters. The position peaked at $514K in Q3 2013. 60 funds tracked by Wall St. Rank hold AV as of Q4 2013.

Rational Advisors reported no remaining Aviva Plc position as of Q4 2013 after selling out during the quarter.
Rational Advisors sold 40,000 Aviva Plc shares in Q4 2013, an estimated $514K.
Rational Advisors first reported a position in Aviva Plc in Q2 2013 and held it in 2 quarters.
Rational Advisors's Aviva Plc position peaked at $514K in Q3 2013.
60 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.