AWM
AIV

AE Wealth Management’s Aimco AIV Stock Holding History

AE Wealth Management’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-57,074
Closed -$267K – 1258
2020
Q1 		$267K Sell
57,074
-14,631
-20% -$93.7K 0.01% 915
2019
Q4 		$493K Buy
71,705
+7,830
+12% +$55.3K 0.01% 738
2019
Q3 		$444K Buy
63,875
+11,245
+21% +$76.1K 0.01% 655
2019
Q2 		$351K Buy
+52,630
New +$352K 0.01% 698

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AE Wealth Management's AIV Position: Q2 2020 in Review

AE Wealth Management sold out of Aimco (AIV) in Q2 2020, closing a stake of 57,074 shares — an estimated $267K sold.

AE Wealth Management first reported a position in AIV in Q2 2019 and held it in 4 quarters. The position peaked at $493K in Q4 2019. 331 funds tracked by Wall St. Rank hold AIV as of Q2 2020.

  • AE Wealth Management reported no remaining Aimco position as of Q2 2020 after selling out during the quarter.
  • AE Wealth Management sold 57,074 Aimco shares in Q2 2020, an estimated $267K.
  • AE Wealth Management first reported a position in Aimco in Q2 2019 and held it in 4 quarters.
  • AE Wealth Management's Aimco position peaked at $493K in Q4 2019.
  • 331 funds tracked by Wall St. Rank held Aimco as of Q2 2020.

Based on AE Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.