ECM
AIV

Endex Capital Management’s Aimco AIV Stock Holding History

Endex Capital Management’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
2013
Q4 		$37K Hold
10,735
– – 0.03% 305
2013
Q3 		$40K Hold
10,735
– – 0.04% 303
2013
Q2 		$43K Buy
+10,735
New +$44K 0.05% 298

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Endex Capital Management's AIV Position: Q4 2013 in Review

Endex Capital Management held its Aimco (AIV) position steady in Q4 2013 at 10,735 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #305.

Endex Capital Management first reported a position in AIV in Q2 2013 and has held it in 3 quarters since. The position peaked at $43K in Q2 2013. 279 funds tracked by Wall St. Rank hold AIV as of Q4 2013.

  • Endex Capital Management held 10,735 shares of Aimco worth $37K as of Q4 2013.
  • Endex Capital Management left its Aimco share count unchanged in Q4 2013.
  • Aimco made up 0.03% of Endex Capital Management's portfolio in Q4 2013, its #305 holding.
  • Endex Capital Management first reported a position in Aimco in Q2 2013 and has held it in 3 quarters since.
  • Endex Capital Management's Aimco position peaked at $43K in Q2 2013.
  • 279 funds tracked by Wall St. Rank held Aimco as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.