FineMark National Bank & Trust’s Aimco AIV Stock Holding History

FineMark National Bank & Trust’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 Q4	–	Sell	-83	Closed	-$1K	–	1284
2016 Q3	$1K	Buy	+83	New	+$500	﹤0.01%	1226
2015 Q1	–	Sell	-1,719	Closed	-$9K	–	1394
2014 Q4	$9K	Hold	1,719	–	–	﹤0.01%	1047
2014 Q3	$7K	Hold	1,719	–	–	﹤0.01%	1066
2014 Q2	$7K	Sell	1,719 -3,348	-66%	-$13.9K	﹤0.01%	1093
2014 Q1	$20K	Sell	5,067 -180	-3%	-$690	﹤0.01%	883
2013 Q4	$18K	Hold	5,247	–	–	﹤0.01%	864
2013 Q3	$20K	Hold	5,247	–	–	0.01%	798
2013 Q2	$21K	Buy	+5,247	New	+$21.5K	0.01%	769

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BIT

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FineMark National Bank & Trust's AIV Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Aimco (AIV) in Q4 2016, closing a stake of 83 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in AIV in Q2 2013 and held it in 8 quarters. The position peaked at $21K in Q2 2013. 328 funds tracked by Wall St. Rank hold AIV as of Q4 2016.

FineMark National Bank & Trust reported no remaining Aimco position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 83 Aimco shares in Q4 2016, an estimated $1K.
FineMark National Bank & Trust first reported a position in Aimco in Q2 2013 and held it in 8 quarters.
FineMark National Bank & Trust's Aimco position peaked at $21K in Q2 2013.
328 funds tracked by Wall St. Rank held Aimco as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.