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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
| $41.1M | +$951K | +84,150 | +2% |
|
| 2 |
SW
2
SVB Wealth
Boston,
Massachusetts
| $819K | +$59.9K | +5,315 | +8% |
|
| 3 |
PAM
3
Paradigm Asset Management
New York
| $713K | +$713K | +63,072 | New |
|
| 4 |
4
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $19K | +$19K | +1,719 | New |
|
| 5 |
LWA
5
Lenox Wealth Advisors
New York
| $5K | -$5K | -424 | -50% |
|
| 6 |
GAM
6
Gemmer Asset Management
Walnut Creek,
California
| $5K | – | – | – |
|
| 7 |
BC
7
Bartlett & Co
Cincinnati,
Ohio
| $2K | – | – | – |
|
| 8 |
M
8
MOTCO
San Antonio,
Texas
| $2K | – | – | – |
|
| 9 |
PCG
9
Private Capital Group
West Hartford,
Connecticut
| $2K | – | – | – |
|
| 10 |
BCWM
10
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $1.72K | – | – | – |
|
| 11 |
CIP
11
Cornerstone Investment Partners
Atlanta,
Georgia
| – | -$88K | -10,004 | Closed |
|