EDRH
AIV

Edmond de Rothschild Holding’s Aimco AIV Stock Holding History

Edmond de Rothschild Holding’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
-33,007
Closed -$192K – 769
2017
Q4 		$192K Buy
33,007
+172
+0.5% +$1.01K 0.01% 504
2017
Q3 		$192K Buy
+32,835
New +$196K 0.01% 507

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

Edmond de Rothschild Holding's AIV Position: Q1 2018 in Review

Edmond de Rothschild Holding sold out of Aimco (AIV) in Q1 2018, closing a stake of 33,007 shares — an estimated $192K sold.

Edmond de Rothschild Holding first reported a position in AIV in Q3 2017 and held it in 2 quarters. The position peaked at $192K in Q4 2017. 327 funds tracked by Wall St. Rank hold AIV as of Q1 2018.

  • Edmond de Rothschild Holding reported no remaining Aimco position as of Q1 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 33,007 Aimco shares in Q1 2018, an estimated $192K.
  • Edmond de Rothschild Holding first reported a position in Aimco in Q3 2017 and held it in 2 quarters.
  • Edmond de Rothschild Holding's Aimco position peaked at $192K in Q4 2017.
  • 327 funds tracked by Wall St. Rank held Aimco as of Q1 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2018, filed 15 May 2018.