RFWA
AV

RPg Family Wealth Advisory’s Aviva Plc AV Stock Holding History

RPg Family Wealth Advisory’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
-1,145
Closed -$13.2K – 307
2016
Q3 		$13.2K Buy
+1,145
New +$12.4K 0.01% 216

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

RPg Family Wealth Advisory's AV Position: Q4 2016 in Review

RPg Family Wealth Advisory sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 1,145 shares — an estimated $13.2K sold.

RPg Family Wealth Advisory first reported a position in AV in Q3 2016 and held it in 1 quarter. The position peaked at $13.2K in Q3 2016. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • RPg Family Wealth Advisory reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 1,145 Aviva Plc shares in Q4 2016, an estimated $13.2K.
  • RPg Family Wealth Advisory first reported a position in Aviva Plc in Q3 2016 and held it in 1 quarter.
  • RPg Family Wealth Advisory's Aviva Plc position peaked at $13.2K in Q3 2016.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2016, filed 13 Feb 2017.