Atherton Lane Advisers’s Aimco AIV Stock Holding History

Atherton Lane Advisers’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
2015 Q1	–	Sell	-46,677	Closed	-$231K	–	264
2014 Q4	$231K	Sell	46,677 -1,937	-4%	-$9.22K	0.01%	244
2014 Q3	$206K	Sell	48,614 -14,601	-23%	-$65K	0.01%	256
2014 Q2	$272K	Buy	+63,215	New	+$262K	0.02%	231

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Atherton Lane Advisers's AIV Position: Q1 2015 in Review

Atherton Lane Advisers sold out of Aimco (AIV) in Q1 2015, closing a stake of 46,677 shares — an estimated $231K sold.

Atherton Lane Advisers first reported a position in AIV in Q2 2014 and held it in 3 quarters. The position peaked at $272K in Q2 2014. 284 funds tracked by Wall St. Rank hold AIV as of Q1 2015.

Atherton Lane Advisers reported no remaining Aimco position as of Q1 2015 after selling out during the quarter.
Atherton Lane Advisers sold 46,677 Aimco shares in Q1 2015, an estimated $231K.
Atherton Lane Advisers first reported a position in Aimco in Q2 2014 and held it in 3 quarters.
Atherton Lane Advisers's Aimco position peaked at $272K in Q2 2014.
284 funds tracked by Wall St. Rank held Aimco as of Q1 2015.

Based on Atherton Lane Advisers's 13F filing for Q1 2015, filed 15 May 2015.