ETrade Capital Management’s Aimco AIV Stock Holding History

ETrade 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
2020 Q3	–	Sell	-102,993	Closed	-$516K	–	884
2020 Q2	$516K	Sell	102,993 -9,406	-8%	-$46.6K	0.01%	527
2020 Q1	$526K	Buy	112,399 +22,085	+24%	+$141K	0.01%	456
2019 Q4	$621K	Sell	90,314 -5,248	-5%	-$37.1K	0.01%	497
2019 Q3	$664K	Buy	95,562 +35,973	+60%	+$244K	0.02%	473
2019 Q2	$398K	Buy	+59,589	New	+$398K	0.01%	614
2016 Q4	–	Sell	-50,896	Closed	-$311K	–	567
2016 Q3	$311K	Sell	50,896 -165	-0.3%	-$993	0.02%	444
2016 Q2	$300K	Buy	+51,061	New	+$283K	0.02%	398

Other funds holding AIV

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 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

ETrade Capital Management's AIV Position: Q3 2020 in Review

ETrade Capital Management sold out of Aimco (AIV) in Q3 2020, closing a stake of 102,993 shares — an estimated $516K sold.

ETrade Capital Management first reported a position in AIV in Q2 2016 and held it in 7 quarters. The position peaked at $664K in Q3 2019. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

ETrade Capital Management reported no remaining Aimco position as of Q3 2020 after selling out during the quarter.
ETrade Capital Management sold 102,993 Aimco shares in Q3 2020, an estimated $516K.
ETrade Capital Management first reported a position in Aimco in Q2 2016 and held it in 7 quarters.
ETrade Capital Management's Aimco position peaked at $664K in Q3 2019.
315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.