Grove Bank & Trust’s Aimco AIV Stock Holding History

Grove Bank & Trust’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
2017 Q4	–	Sell	-1,689	Closed	-$10K	–	518
2017 Q3	$10K	Sell	1,689 -901	-35%	-$5.38K	﹤0.01%	462
2017 Q2	$15K	Buy	2,590 +1,689	+187%	+$9.85K	0.01%	408
2017 Q1	$5K	Hold	901	–	–	﹤0.01%	412
2016 Q4	$5K	Buy	+901	New	+$5.14K	﹤0.01%	448

Other funds holding AIV

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Grove Bank & Trust's AIV Position: Q4 2017 in Review

Grove Bank & Trust sold out of Aimco (AIV) in Q4 2017, closing a stake of 1,689 shares — an estimated $10K sold.

Grove Bank & Trust first reported a position in AIV in Q4 2016 and held it in 4 quarters. The position peaked at $15K in Q2 2017. 334 funds tracked by Wall St. Rank hold AIV as of Q4 2017.

Grove Bank & Trust reported no remaining Aimco position as of Q4 2017 after selling out during the quarter.
Grove Bank & Trust sold 1,689 Aimco shares in Q4 2017, an estimated $10K.
Grove Bank & Trust first reported a position in Aimco in Q4 2016 and held it in 4 quarters.
Grove Bank & Trust's Aimco position peaked at $15K in Q2 2017.
334 funds tracked by Wall St. Rank held Aimco as of Q4 2017.

Based on Grove Bank & Trust's 13F filing for Q4 2017, filed 2 Feb 2018.