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AV
Aviva Plc
AV
AV
Delisted
AV was delisted on the 22nd of December, 2016.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $31.3M | -$5.57M | -631,740 | -15% |
|
| 2 |
SW
2
SVB Wealth
Boston,
Massachusetts
| $599K | +$181K | +20,389 | +43% |
|
| 3 |
CIP
3
Cornerstone Investment Partners
Atlanta,
Georgia
| $88K | -$27.6K | -3,140 | -24% |
|
| 4 |
LWA
4
Lenox Wealth Advisors
New York
| $7K | – | – | – |
|
| 5 |
GAM
5
Gemmer Asset Management
Walnut Creek,
California
| $4K | – | – | – |
|
| 6 |
M
6
MOTCO
San Antonio,
Texas
| $2K | – | – | – |
|
| 7 |
BCWM
7
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.39K | +$1.39K | +153 | New |
|
| 8 |
PCG
8
Private Capital Group
West Hartford,
Connecticut
| $1K | -$131 | -18 | -12% |
|
| 9 |
BC
9
Bartlett & Co
Cincinnati,
Ohio
| $1K | +$1K | +153 | New |
|