Gideon Capital Advisors’s Aimco AIV Stock Holding History

Gideon Capital 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
2019 Q2	–	Sell	-235,766	Closed	-$1.58M	–	259
2019 Q1	$1.58M	Buy	235,766 +115,927	+97%	+$748K	0.56%	41
2018 Q4	$701K	Buy	+119,839	New	+$712K	0.29%	104
2018 Q3	–	Sell	-184,818	Closed	-$1.04M	–	336
2018 Q2	$1.04M	Buy	+184,818	New	+$1M	0.52%	34
2017 Q4	–	Sell	-106,229	Closed	-$621K	–	290
2017 Q3	$621K	Buy	106,229 +40,702	+62%	+$243K	0.61%	25
2017 Q2	$375K	Buy	+65,527	New	+$382K	0.41%	92
2016 Q4	–	Sell	-86,456	Closed	-$529K	–	391
2016 Q3	$529K	Buy	+86,456	New	+$520K	0.32%	94
2015 Q4	–	Sell	-78,889	Closed	-$389K	–	188
2015 Q3	$389K	Buy	+78,889	New	+$399K	0.23%	141
2015 Q1	–	Sell	-54,087	Closed	-$268K	–	219
2014 Q4	$268K	Buy	+54,087	New	+$257K	0.13%	177
2014 Q2	–	Sell	-73,987	Closed	-$298K	–	240
2014 Q1	$298K	Buy	+73,987	New	+$284K	0.17%	159

Other funds holding AIV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

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

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