Essex Savings Bank’s Aimco AIV Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-345	Closed	-$2K	–	191
2019 Q2	$2K	Hold	345	–	–	﹤0.01%	729
2019 Q1	$2K	Sell	345 -8	-2%	-$52	﹤0.01%	608
2018 Q4	$2K	Buy	+353	New	+$2.1K	﹤0.01%	611

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Savings Bank's AIV Position: Q3 2019 in Review

Essex Savings Bank sold out of Aimco (AIV) in Q3 2019, closing a stake of 345 shares — an estimated $2K sold.

Essex Savings Bank first reported a position in AIV in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 364 funds tracked by Wall St. Rank hold AIV as of Q3 2019.

Essex Savings Bank reported no remaining Aimco position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 345 Aimco shares in Q3 2019, an estimated $2K.
Essex Savings Bank first reported a position in Aimco in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Aimco position peaked at $2K in Q2 2019.
364 funds tracked by Wall St. Rank held Aimco as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.