Stifel Financial
AV

Stifel Financial’s Aviva Plc AV Stock Holding History

Stifel Financial’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
-82,080
Closed -$945K – 2638
2016
Q3 		$945K Buy
82,080
+3,910
+5% +$42.5K ﹤0.01% 1371
2016
Q2 		$836K Buy
78,170
+755
+1% +$9.38K ﹤0.01% 1453
2016
Q1 		$1.01M Sell
77,415
-89,540
-54% -$1.18M 0.01% 1231
2015
Q4 		$2.54M Sell
166,955
-7,295
-4% -$109K 0.01% 849
2015
Q3 		$2.39M Buy
174,250
+2,630
+2% +$40.5K 0.01% 829
2015
Q2 		$2.67M Sell
171,620
-537
-0.3% -$8.73K 0.01% 848
2015
Q1 		$2.78M Buy
172,157
+1,382
+0.8% +$22.4K 0.02% 803
2014
Q4 		$2.54M Buy
+170,775
New +$2.73M 0.01% 806

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

Stifel Financial's AV Position: Q4 2016 in Review

Stifel Financial sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 82,080 shares — an estimated $945K sold.

Stifel Financial first reported a position in AV in Q4 2014 and held it in 8 quarters. The position peaked at $2.78M in Q1 2015. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Stifel Financial reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Stifel Financial sold 82,080 Aviva Plc shares in Q4 2016, an estimated $945K.
  • Stifel Financial first reported a position in Aviva Plc in Q4 2014 and held it in 8 quarters.
  • Stifel Financial's Aviva Plc position peaked at $2.78M in Q1 2015.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Stifel Financial's 13F filing for Q4 2016, filed 16 Feb 2017.