DAS
AIV

Dynamic Advisor Solutions’s Aimco AIV Stock Holding History

Dynamic Advisor Solutions’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
2016
Q4 		– Sell
-36,108
Closed -$221K – 208
2016
Q3 		$221K Hold
36,108
– – 0.08% 211
2016
Q2 		$212K Hold
36,108
– – 0.09% 195
2016
Q1 		$201K Buy
+36,108
New +$185K 0.09% 195
2015
Q1 		– Sell
-45,146
Closed -$223K – 191
2014
Q4 		$223K Buy
+45,146
New +$215K 0.12% 167

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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 $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dynamic Advisor Solutions's AIV Position: Q4 2016 in Review

Dynamic Advisor Solutions sold out of Aimco (AIV) in Q4 2016, closing a stake of 36,108 shares — an estimated $221K sold.

Dynamic Advisor Solutions first reported a position in AIV in Q4 2014 and held it in 4 quarters. The position peaked at $223K in Q4 2014. 327 funds tracked by Wall St. Rank hold AIV as of Q4 2016.

  • Dynamic Advisor Solutions reported no remaining Aimco position as of Q4 2016 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 36,108 Aimco shares in Q4 2016, an estimated $221K.
  • Dynamic Advisor Solutions first reported a position in Aimco in Q4 2014 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Aimco position peaked at $223K in Q4 2014.
  • 327 funds tracked by Wall St. Rank held Aimco as of Q4 2016.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2016, filed 19 Jan 2017.