Yorktown Management & Research Company’s Aviva Plc AV Stock Holding History

Yorktown Management & Research Company’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
2017 Q1	–	Sell	-26,500	Closed	-$313K	–	385
2016 Q4	$313K	Buy	26,500 +11,500	+77%	+$131K	0.08%	119
2016 Q3	$173K	Hold	15,000	–	–	0.04%	283
2016 Q2	$160K	Hold	15,000	–	–	0.04%	289
2016 Q1	$196K	Sell	15,000 -97,000	-87%	-$1.28M	0.04%	339
2015 Q4	$1.7M	Hold	112,000	–	–	0.3%	113
2015 Q3	$1.54M	Buy	112,000 +20,000	+22%	+$308K	0.25%	143
2015 Q2	$1.43M	Buy	92,000 +70,000	+318%	+$1.14M	0.25%	105
2015 Q1	$356K	Hold	22,000	–	–	0.06%	159
2014 Q4	$328K	Hold	22,000	–	–	0.07%	128
2014 Q3	$373K	Hold	22,000	–	–	0.07%	127
2014 Q2	$387K	Hold	22,000	–	–	0.07%	131
2014 Q1	$352K	Sell	22,000 -4,000	-15%	-$62.9K	0.07%	149
2013 Q4	$394K	Hold	26,000	–	–	0.08%	127
2013 Q3	$334K	Hold	26,000	–	–	0.07%	138
2013 Q2	$271K	Buy	+26,000	New	+$258K	0.06%	175

Other funds holding AV

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

STMM

South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Yorktown Management & Research Company's AV Position: Q1 2017 in Review

Yorktown Management & Research Company sold out of Aviva Plc (AV) in Q1 2017, closing a stake of 26,500 shares — an estimated $313K sold.

Yorktown Management & Research Company first reported a position in AV in Q2 2013 and held it in 15 quarters. The position peaked at $1.7M in Q4 2015. 15 funds tracked by Wall St. Rank hold AV as of Q1 2017.

Yorktown Management & Research Company reported no remaining Aviva Plc position as of Q1 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 26,500 Aviva Plc shares in Q1 2017, an estimated $313K.
Yorktown Management & Research Company first reported a position in Aviva Plc in Q2 2013 and held it in 15 quarters.
Yorktown Management & Research Company's Aviva Plc position peaked at $1.7M in Q4 2015.
15 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2017.

Based on Yorktown Management & Research Company's 13F filing for Q1 2017, filed 4 May 2017.