WAM
AV

Wealthspire Advisors (Maryland)’s Aviva Plc AV Stock Holding History

Wealthspire Advisors (Maryland)’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
-73
Closed -$1K – 1948
2016
Q3 		$1K Sell
73
-733
-91% -$7.97K ﹤0.01% 1719
2016
Q2 		$9K Buy
806
+177
+28% +$2.2K ﹤0.01% 1234
2016
Q1 		$8K Sell
629
-233
-27% -$3.07K ﹤0.01% 1245
2015
Q4 		$13K Buy
+862
New +$12.9K ﹤0.01% 1132

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

Wealthspire Advisors (Maryland)'s AV Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 73 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in AV in Q4 2015 and held it in 4 quarters. The position peaked at $13K in Q4 2015. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 73 Aviva Plc shares in Q4 2016, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Aviva Plc in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Aviva Plc position peaked at $13K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.