DADC
AIV

D.A. Davidson & Co’s Aimco AIV Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-39,013
Closed -$227K – 1102
2017
Q4 		$227K Buy
39,013
+60
+0.2% +$353 ﹤0.01% 960
2017
Q3 		$227K Sell
38,953
-97
-0.2% -$579 ﹤0.01% 965
2017
Q2 		$223K Sell
39,050
-413
-1% -$2.41K 0.01% 920
2017
Q1 		$233K Sell
39,463
-2,200
-5% -$13.1K 0.01% 874
2016
Q4 		$251K Sell
41,663
-1,824
-4% -$10.4K 0.01% 900
2016
Q3 		$264K Buy
43,487
+90
+0.2% +$542 0.01% 835
2016
Q2 		$254K Buy
43,397
+1,764
+4% +$9.76K 0.01% 761
2016
Q1 		$231K Sell
41,633
-533
-1% -$2.73K 0.01% 779
2015
Q4 		$224K Sell
42,166
-825
-2% -$4.25K 0.01% 799
2015
Q3 		$211K Buy
42,991
+1,598
+4% +$8.08K 0.01% 802
2015
Q2 		$202K Buy
41,393
+1,885
+5% +$9.52K 0.01% 867
2015
Q1 		$206K Buy
39,508
+1,539
+4% +$8.01K 0.01% 855
2014
Q4 		$187K Buy
37,969
+495
+1% +$2.36K 0.01% 890
2014
Q3 		$158K Hold
37,474
– – 0.01% 950
2014
Q2 		$160K Buy
37,474
+2,515
+7% +$10.4K 0.01% 973
2014
Q1 		$139K Buy
34,959
+17,889
+105% +$68.6K 0.01% 998
2013
Q4 		$58K Buy
17,070
+1,966
+13% +$7.05K ﹤0.01% 1277
2013
Q3 		$55K Sell
15,104
-735
-5% -$2.85K ﹤0.01% 1114
2013
Q2 		$63K Buy
+15,839
New +$64.9K ﹤0.01% 1035

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return