WIS
AV

Wright Investors Service’s Aviva Plc AV Stock Holding History

Wright Investors Service’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
-197,005
Closed -$2.27M – 252
2016
Q3 		$2.27M Sell
197,005
-1,270
-0.6% -$13.8K 0.95% 31
2016
Q2 		$2.12M Sell
198,275
-45,477
-19% -$565K 0.87% 34
2016
Q1 		$3.18M Sell
243,752
-4,215
-2% -$55.5K 1.26% 18
2015
Q4 		$3.77M Buy
247,967
+215
+0.1% +$3.21K 1.39% 10
2015
Q3 		$3.4M Sell
247,752
-5,900
-2% -$90.9K 1.54% 12
2015
Q2 		$3.95M Buy
253,652
+6,940
+3% +$113K 1.88% 9
2015
Q1 		$3.99M Buy
246,712
+53,602
+28% +$870K 1.92% 6
2014
Q4 		$2.88M Sell
193,110
-11,345
-6% -$181K 1.41% 15
2014
Q3 		$3.46M Sell
204,455
-11,110
-5% -$190K 1.71% 10
2014
Q2 		$3.79M Sell
215,565
-37,050
-15% -$647K 1.72% 8
2014
Q1 		$4.05M Sell
252,615
-15,630
-6% -$246K 1.82% 9
2013
Q4 		$4.06M Buy
268,245
+34,355
+15% +$484K 1.79% 8
2013
Q3 		$3M Sell
233,890
-5,005
-2% -$60.4K 1.36% 16
2013
Q2 		$2.49M Buy
+238,895
New +$2.37M 1.18% 19

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

Wright Investors Service's AV Position: Q4 2016 in Review

Wright Investors Service sold out of Aviva Plc (AV) in Q4 2016, closing a stake of 197,005 shares — an estimated $2.27M sold.

Wright Investors Service first reported a position in AV in Q2 2013 and held it in 14 quarters. The position peaked at $4.06M in Q4 2013. 36 funds tracked by Wall St. Rank hold AV as of Q4 2016.

  • Wright Investors Service reported no remaining Aviva Plc position as of Q4 2016 after selling out during the quarter.
  • Wright Investors Service sold 197,005 Aviva Plc shares in Q4 2016, an estimated $2.27M.
  • Wright Investors Service first reported a position in Aviva Plc in Q2 2013 and held it in 14 quarters.
  • Wright Investors Service's Aviva Plc position peaked at $4.06M in Q4 2013.
  • 36 funds tracked by Wall St. Rank held Aviva Plc as of Q4 2016.

Based on Wright Investors Service's 13F filing for Q4 2016, filed 27 Jan 2017.