Geller Advisors’s Aimco AIV Stock Holding History

Geller 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
2020 Q1	–	Sell	-38,285	Closed	-$263K	–	69
2019 Q4	$263K	Buy	38,285 +3,438	+10%	+$24.3K	0.08%	42
2019 Q3	$242K	Buy	+34,847	New	+$236K	0.09%	54

Other funds holding AIV

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

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Geller Advisors's AIV Position: Q1 2020 in Review

Geller Advisors sold out of Aimco (AIV) in Q1 2020, closing a stake of 38,285 shares — an estimated $263K sold.

Geller Advisors first reported a position in AIV in Q3 2019 and held it in 2 quarters. The position peaked at $263K in Q4 2019. 331 funds tracked by Wall St. Rank hold AIV as of Q1 2020.

Geller Advisors reported no remaining Aimco position as of Q1 2020 after selling out during the quarter.
Geller Advisors sold 38,285 Aimco shares in Q1 2020, an estimated $263K.
Geller Advisors first reported a position in Aimco in Q3 2019 and held it in 2 quarters.
Geller Advisors's Aimco position peaked at $263K in Q4 2019.
331 funds tracked by Wall St. Rank held Aimco as of Q1 2020.

Based on Geller Advisors's 13F filing for Q1 2020, filed 12 May 2020.