FDx Advisors’s Aimco AIV Stock Holding History

FDx Advisors’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 Q1	–	Sell	-91,958	Closed	-$490K	–	894
2015 Q4	$490K	Sell	91,958 -2,072	-2%	-$10.7K	0.02%	566
2015 Q3	$464K	Buy	94,030 +31,431	+50%	+$159K	0.04%	472
2015 Q2	$293K	Buy	62,599 +22,813	+57%	+$115K	0.01%	755
2015 Q1	$210K	Sell	39,786 -28,045	-41%	-$146K	﹤0.01%	1424
2014 Q4	$336K	Sell	67,831 -26,102	-28%	-$124K	0.02%	680
2014 Q3	$398K	Sell	93,933 -18,256	-16%	-$81.3K	0.03%	670
2014 Q2	$482K	Buy	+112,189	New	+$464K	0.03%	597

Other funds holding AIV

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FDx Advisors's AIV Position: Q1 2016 in Review

FDx Advisors sold out of Aimco (AIV) in Q1 2016, closing a stake of 91,958 shares — an estimated $490K sold.

FDx Advisors first reported a position in AIV in Q2 2014 and held it in 7 quarters. The position peaked at $490K in Q4 2015. 308 funds tracked by Wall St. Rank hold AIV as of Q1 2016.

FDx Advisors reported no remaining Aimco position as of Q1 2016 after selling out during the quarter.
FDx Advisors sold 91,958 Aimco shares in Q1 2016, an estimated $490K.
FDx Advisors first reported a position in Aimco in Q2 2014 and held it in 7 quarters.
FDx Advisors's Aimco position peaked at $490K in Q4 2015.
308 funds tracked by Wall St. Rank held Aimco as of Q1 2016.

Based on FDx Advisors's 13F filing for Q1 2016, filed 17 May 2016.