Gerstein Fisher’s Aimco AIV Stock Holding History

Gerstein Fisher’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 Q3	$1.52M	Sell	248,791 -15	-0%	-$90	0.19%	100
2016 Q2	$1.46M	Sell	248,806 -300	-0.1%	-$1.66K	0.19%	105
2016 Q1	$1.39M	Buy	249,106 +1,014	+0.4%	+$5.19K	0.19%	105
2015 Q4	$1.32M	Hold	248,092	–	–	0.18%	112
2015 Q3	$1.22M	Hold	248,092	–	–	0.18%	116
2015 Q2	$1.22M	Buy	248,092 +50,550	+26%	+$255K	0.2%	117
2015 Q1	$1.04M	Hold	197,542	–	–	0.17%	131
2014 Q4	$997K	Sell	197,542 -908	-0.5%	-$4.32K	0.16%	130
2014 Q3	$841K	Sell	198,450 -77,252	-28%	-$344K	0.15%	137
2014 Q2	$0	Buy	275,702 +220,632	+401%	+$913K	﹤0.01%	337
2014 Q1	$222K	Sell	55,070 -131,684	-71%	-$505K	0.04%	302
2013 Q4	$644K	Buy	186,754 +93,377	+100%	+$335K	0.02%	348
2013 Q3	$348K	Sell	93,377 -119,681	-56%	-$465K	0.08%	237
2013 Q2	$853K	Buy	+213,058	New	+$873K	0.21%	96

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

BFA

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

Gerstein Fisher's AIV Position: Q3 2016 in Review

Gerstein Fisher reduced its Aimco (AIV) stake by 0.01% in Q3 2016, selling an estimated $90 and leaving 248,791 shares worth $1.52M. The position accounts for 0.19% of the portfolio, ranked #100.

Gerstein Fisher first reported a position in AIV in Q2 2013 and has held it in 14 quarters since. 326 funds tracked by Wall St. Rank hold AIV as of Q3 2016.

Gerstein Fisher held 248,791 shares of Aimco worth $1.52M as of Q3 2016.
Gerstein Fisher sold 15 Aimco shares in Q3 2016, an estimated $90.
Aimco made up 0.19% of Gerstein Fisher's portfolio in Q3 2016, its #100 holding.
Gerstein Fisher first reported a position in Aimco in Q2 2013 and has held it in 14 quarters since.
326 funds tracked by Wall St. Rank held Aimco as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.