APP
AIV

Avantax Planning Partners’s Aimco AIV Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-22,175
Closed -$130K – 304
2018
Q3 		$130K Buy
+22,175
New +$128K 0.01% 292
2018
Q2 		– Sell
-3,476
Closed -$19K – 273
2018
Q1 		$19K Buy
+3,476
New +$18.6K ﹤0.01% 783

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Planning Partners's AIV Position: Q4 2018 in Review

Avantax Planning Partners sold out of Aimco (AIV) in Q4 2018, closing a stake of 22,175 shares — an estimated $130K sold.

Avantax Planning Partners first reported a position in AIV in Q1 2018 and held it in 2 quarters. The position peaked at $130K in Q3 2018. 359 funds tracked by Wall St. Rank hold AIV as of Q4 2018.

  • Avantax Planning Partners reported no remaining Aimco position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 22,175 Aimco shares in Q4 2018, an estimated $130K.
  • Avantax Planning Partners first reported a position in Aimco in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Aimco position peaked at $130K in Q3 2018.
  • 359 funds tracked by Wall St. Rank held Aimco as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.