B
AIV

Bridgeworth’s Aimco AIV Stock Holding History

Bridgeworth’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
Q3 		– Sell
-2,552
Closed -$14K – 149
2018
Q2 		$14K Buy
+2,552
New +$13.9K 0.01% 400

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bridgeworth's AIV Position: Q3 2018 in Review

Bridgeworth sold out of Aimco (AIV) in Q3 2018, closing a stake of 2,552 shares — an estimated $14K sold.

Bridgeworth first reported a position in AIV in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 330 funds tracked by Wall St. Rank hold AIV as of Q3 2018.

  • Bridgeworth reported no remaining Aimco position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 2,552 Aimco shares in Q3 2018, an estimated $14K.
  • Bridgeworth first reported a position in Aimco in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Aimco position peaked at $14K in Q2 2018.
  • 330 funds tracked by Wall St. Rank held Aimco as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.