Ferris Capital’s Aimco AIV Stock Holding History

Ferris Capital’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 Q2	–	Sell	-1,088	Closed	-$7K	–	180
2019 Q1	$7K	Sell	1,088 -699	-39%	-$4.51K	﹤0.01%	496
2018 Q4	$10K	Hold	1,787	–	–	﹤0.01%	435
2018 Q3	$11K	Hold	1,787	–	–	﹤0.01%	462
2018 Q2	$10K	Hold	1,787	–	–	﹤0.01%	477
2018 Q1	$10K	Buy	+1,787	New	+$9.57K	﹤0.01%	497
2017 Q3	–	Sell	-1,967	Closed	-$11K	–	161
2017 Q2	$11K	Buy	+1,967	New	+$11.5K	0.01%	441

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

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 $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ferris Capital's AIV Position: Q2 2019 in Review

Ferris Capital sold out of Aimco (AIV) in Q2 2019, closing a stake of 1,088 shares — an estimated $7K sold.

Ferris Capital first reported a position in AIV in Q2 2017 and held it in 6 quarters. The position peaked at $11K in Q3 2018. 363 funds tracked by Wall St. Rank hold AIV as of Q2 2019.

Ferris Capital reported no remaining Aimco position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 1,088 Aimco shares in Q2 2019, an estimated $7K.
Ferris Capital first reported a position in Aimco in Q2 2017 and held it in 6 quarters.
Ferris Capital's Aimco position peaked at $11K in Q3 2018.
363 funds tracked by Wall St. Rank held Aimco as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.