First Allied Advisory Services’s Aimco AIV Stock Holding History

First Allied Advisory Services’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	$1.22M	Buy	271,784 +15,960	+6%	+$77.4K	0.04%	419
2020 Q2	$1.28M	Buy	255,824 +30,019	+13%	+$149K	0.05%	380
2020 Q1	$1.06M	Buy	225,805 +37,669	+20%	+$241K	0.05%	373
2019 Q4	$1.29M	Buy	188,136 +128,532	+216%	+$908K	0.04%	400
2019 Q3	$416K	Buy	59,604 +17,393	+41%	+$118K	0.01%	748
2019 Q2	$282K	Buy	+42,211	New	+$282K	0.01%	915

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

First Allied Advisory Services's AIV Position: Q3 2020 in Review

First Allied Advisory Services increased its Aimco (AIV) stake by 6.2% in Q3 2020, buying an estimated $77.4K and bringing the position to 271,784 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #419.

First Allied Advisory Services first reported a position in AIV in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2019. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

First Allied Advisory Services held 271,784 shares of Aimco worth $1.22M as of Q3 2020.
First Allied Advisory Services bought 15,960 Aimco shares in Q3 2020, an estimated $77.4K.
Aimco made up 0.04% of First Allied Advisory Services's portfolio in Q3 2020, its #419 holding.
First Allied Advisory Services first reported a position in Aimco in Q2 2019 and has held it in 6 quarters since.
First Allied Advisory Services's Aimco position peaked at $1.29M in Q4 2019.
315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.