Consolidated Planning Corp’s Aimco AIV Stock Holding History

Consolidated Planning Corp’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
2020 Q1	–	Sell	-36,408	Closed	-$251K	–	39
2019 Q4	$251K	Buy	+36,408	New	+$257K	0.25%	36

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Consolidated Planning Corp's AIV Position: Q1 2020 in Review

Consolidated Planning Corp sold out of Aimco (AIV) in Q1 2020, closing a stake of 36,408 shares — an estimated $251K sold.

Consolidated Planning Corp first reported a position in AIV in Q4 2019 and held it in 1 quarter. The position peaked at $251K in Q4 2019. 331 funds tracked by Wall St. Rank hold AIV as of Q1 2020.

Consolidated Planning Corp reported no remaining Aimco position as of Q1 2020 after selling out during the quarter.
Consolidated Planning Corp sold 36,408 Aimco shares in Q1 2020, an estimated $251K.
Consolidated Planning Corp first reported a position in Aimco in Q4 2019 and held it in 1 quarter.
Consolidated Planning Corp's Aimco position peaked at $251K in Q4 2019.
331 funds tracked by Wall St. Rank held Aimco as of Q1 2020.

Based on Consolidated Planning Corp's 13F filing for Q1 2020, filed 12 May 2020.