Guardian Investor Services’s Aimco AIV Stock Holding History

Guardian Investor Services’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
2015 Q1	$42K	Buy	8,100 +526	+7%	+$2.74K	0.03%	462
2014 Q4	$37K	Sell	7,574 -203	-3%	-$966	0.03%	469
2014 Q3	$33K	Sell	7,777 -383	-5%	-$1.71K	0.03%	482
2014 Q2	$35K	Sell	8,160 -293	-3%	-$1.21K	0.03%	481
2014 Q1	$34K	Sell	8,453 -322	-4%	-$1.24K	0.03%	479
2013 Q4	$30K	Hold	8,775	–	–	0.02%	488
2013 Q3	$33K	Sell	8,775 -121	-1%	-$470	0.03%	472
2013 Q2	$36K	Buy	+8,896	New	+$36.4K	0.03%	454

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 $51.1B AUM 35.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

BFA

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

Guardian Investor Services's AIV Position: Q1 2015 in Review

Guardian Investor Services increased its Aimco (AIV) stake by 6.9% in Q1 2015, buying an estimated $2.74K and bringing the position to 8,100 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #462.

Guardian Investor Services first reported a position in AIV in Q2 2013 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold AIV as of Q1 2015.

Guardian Investor Services held 8,100 shares of Aimco worth $42K as of Q1 2015.
Guardian Investor Services bought 526 Aimco shares in Q1 2015, an estimated $2.74K.
Aimco made up 0.03% of Guardian Investor Services's portfolio in Q1 2015, its #462 holding.
Guardian Investor Services first reported a position in Aimco in Q2 2013 and has held it in 8 quarters since.
284 funds tracked by Wall St. Rank held Aimco as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.