BKBG
AIV

BHF Kleinwort Benson Group’s Aimco AIV Stock Holding History

BHF Kleinwort Benson Group’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
-108,098
Closed -$247K – 390
2014
Q4 		$247K Buy
108,098
+71,315
+194% +$339K 0.01% 327
2014
Q3 		$124K Buy
+36,783
New +$164K ﹤0.01% 428

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BHF Kleinwort Benson Group's AIV Position: Q1 2015 in Review

BHF Kleinwort Benson Group sold out of Aimco (AIV) in Q1 2015, closing a stake of 108,098 shares — an estimated $247K sold.

BHF Kleinwort Benson Group first reported a position in AIV in Q3 2014 and held it in 2 quarters. The position peaked at $247K in Q4 2014. 284 funds tracked by Wall St. Rank hold AIV as of Q1 2015.

  • BHF Kleinwort Benson Group reported no remaining Aimco position as of Q1 2015 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 108,098 Aimco shares in Q1 2015, an estimated $247K.
  • BHF Kleinwort Benson Group first reported a position in Aimco in Q3 2014 and held it in 2 quarters.
  • BHF Kleinwort Benson Group's Aimco position peaked at $247K in Q4 2014.
  • 284 funds tracked by Wall St. Rank held Aimco as of Q1 2015.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2015, filed 12 May 2015.