GC
AIV

Globeflex Capital’s Aimco AIV Stock Holding History

Globeflex Capital’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
-150
Closed -$1K – 474
2016
Q3 		$1K Buy
+150
New +$903 ﹤0.01% 386
2016
Q2 		– Sell
-210,506
Closed -$1.17M – 450
2016
Q1 		$1.17M Sell
210,506
-2,522
-1% -$12.9K 0.31% 101
2015
Q4 		$1.14M Buy
213,028
+495
+0.2% +$2.55K 0.3% 114
2015
Q3 		$1.05M Buy
+212,533
New +$1.08M 0.22% 150
2015
Q1 		– Sell
-256,853
Closed -$1.27M – 532
2014
Q4 		$1.27M Buy
+256,853
New +$1.22M 0.25% 152
2013
Q4 		– Sell
-191,101
Closed -$711K – 611
2013
Q3 		$711K Sell
191,101
-12,986
-6% -$50.4K 0.09% 257
2013
Q2 		$816K Buy
+204,087
New +$836K 0.11% 222

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Globeflex Capital's AIV Position: Q4 2016 in Review

Globeflex Capital sold out of Aimco (AIV) in Q4 2016, closing a stake of 150 shares — an estimated $1K sold.

Globeflex Capital first reported a position in AIV in Q2 2013 and held it in 7 quarters. The position peaked at $1.27M in Q4 2014. 327 funds tracked by Wall St. Rank hold AIV as of Q4 2016.

  • Globeflex Capital reported no remaining Aimco position as of Q4 2016 after selling out during the quarter.
  • Globeflex Capital sold 150 Aimco shares in Q4 2016, an estimated $1K.
  • Globeflex Capital first reported a position in Aimco in Q2 2013 and held it in 7 quarters.
  • Globeflex Capital's Aimco position peaked at $1.27M in Q4 2014.
  • 327 funds tracked by Wall St. Rank held Aimco as of Q4 2016.

Based on Globeflex Capital's 13F filing for Q4 2016, filed 13 Feb 2017.