CC
AIV

Curian Capital’s Aimco AIV Stock Holding History

Curian Capital’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
Q4 		– Sell
-243,551
Closed -$1.2M – 481
2015
Q3 		$1.2M Sell
243,551
-83,753
-26% -$424K 0.03% 340
2015
Q2 		$1.61M Sell
327,304
-34,006
-9% -$172K 0.03% 369
2015
Q1 		$1.89M Buy
361,310
+46,002
+15% +$239K 0.03% 343
2014
Q4 		$1.56M Buy
315,308
+41,152
+15% +$196K 0.03% 348
2014
Q3 		$1.16M Buy
274,156
+23,541
+9% +$105K 0.02% 398
2014
Q2 		$1.08M Sell
250,615
-98,662
-28% -$408K 0.02% 416
2014
Q1 		$1.41M Sell
349,277
-172,649
-33% -$662K 0.03% 359
2013
Q4 		$1.8M Buy
521,926
+11,080
+2% +$39.7K 0.03% 278
2013
Q3 		$1.9M Buy
510,846
+16,958
+3% +$65.8K 0.03% 260
2013
Q2 		$1.98M Buy
+493,888
New +$2.02M 0.04% 249

Other funds holding AIV

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Curian Capital's AIV Position: Q4 2015 in Review

Curian Capital sold out of Aimco (AIV) in Q4 2015, closing a stake of 243,551 shares — an estimated $1.2M sold.

Curian Capital first reported a position in AIV in Q2 2013 and held it in 10 quarters. The position peaked at $1.98M in Q2 2013. 301 funds tracked by Wall St. Rank hold AIV as of Q4 2015.

  • Curian Capital reported no remaining Aimco position as of Q4 2015 after selling out during the quarter.
  • Curian Capital sold 243,551 Aimco shares in Q4 2015, an estimated $1.2M.
  • Curian Capital first reported a position in Aimco in Q2 2013 and held it in 10 quarters.
  • Curian Capital's Aimco position peaked at $1.98M in Q2 2013.
  • 301 funds tracked by Wall St. Rank held Aimco as of Q4 2015.

Based on Curian Capital's 13F filing for Q4 2015, filed 25 Jan 2016.