Barrett Asset Management’s Aimco AIV Stock Holding History

Barrett Asset 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
2017 Q1	–	Sell	-938	Closed	-$6K	–	366
2016 Q4	$6K	Buy	+938	New	+$5.35K	﹤0.01%	338

Other funds holding AIV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Barrett Asset Management's AIV Position: Q1 2017 in Review

Barrett Asset Management sold out of Aimco (AIV) in Q1 2017, closing a stake of 938 shares — an estimated $6K sold.

Barrett Asset Management first reported a position in AIV in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 327 funds tracked by Wall St. Rank hold AIV as of Q1 2017.

Barrett Asset Management reported no remaining Aimco position as of Q1 2017 after selling out during the quarter.
Barrett Asset Management sold 938 Aimco shares in Q1 2017, an estimated $6K.
Barrett Asset Management first reported a position in Aimco in Q4 2016 and held it in 1 quarter.
Barrett Asset Management's Aimco position peaked at $6K in Q4 2016.
327 funds tracked by Wall St. Rank held Aimco as of Q1 2017.

Based on Barrett Asset Management's 13F filing for Q1 2017, filed 28 Apr 2017.