Howe & Rusling’s Aimco AIV Stock Holding History

Howe & Rusling’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
2021 Q2	–	Sell	-20	Closed	–	–	938
2021 Q1	$0	Buy	+20	New	+$101	﹤0.01%	942
2017 Q2	–	Hold	0	–	–	–	274
2017 Q1	–	Hold	0	–	–	–	496
2016 Q4	–	Hold	0	–	–	–	208
2016 Q3	–	Hold	0	–	–	–	202
2016 Q2	–	Hold	0	–	–	–	196
2016 Q1	–	Hold	0	–	–	–	211
2015 Q4	–	Hold	0	–	–	–	400
2015 Q3	–	Hold	0	–	–	–	414
2015 Q2	–	Hold	0	–	–	–	442

Other funds holding AIV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

Howe & Rusling's AIV Position: Q2 2021 in Review

Howe & Rusling sold out of Aimco (AIV) in Q2 2021, closing a stake of 20 shares.

Howe & Rusling first reported a position in AIV in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 212 funds tracked by Wall St. Rank hold AIV as of Q2 2021.

Howe & Rusling reported no remaining Aimco position as of Q2 2021 after selling out during the quarter.
Howe & Rusling sold 20 Aimco shares in Q2 2021.
Howe & Rusling first reported a position in Aimco in Q1 2021 and held it in 1 quarter.
Howe & Rusling's Aimco position peaked at $0 in Q1 2021.
212 funds tracked by Wall St. Rank held Aimco as of Q2 2021.

Based on Howe & Rusling's 13F filing for Q2 2021, filed 13 Aug 2021.