Independent Order of Foresters’s Aimco AIV Stock Holding History

Independent Order of Foresters’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
2018 Q2	–	Sell	-170,480	Closed	-$925K	–	25
2018 Q1	$925K	Hold	170,480	–	–	0.85%	31
2017 Q4	$993K	Sell	170,480 -5,134	-3%	-$30.2K	0.88%	28
2017 Q3	$1.03M	Hold	175,614	–	–	0.85%	29
2017 Q2	$1M	Hold	175,614	–	–	0.83%	30
2017 Q1	$1.04M	Hold	175,614	–	–	0.89%	28
2016 Q4	$1.06M	Sell	175,614 -3,003	-2%	-$17.1K	0.9%	28
2016 Q3	$1.09M	Hold	178,617	–	–	0.89%	28
2016 Q2	$1.05M	Hold	178,617	–	–	0.78%	33
2016 Q1	$995K	Hold	178,617	–	–	0.75%	35
2015 Q4	$952K	Buy	178,617 +22,521	+14%	+$116K	0.75%	36
2015 Q3	$769K	Sell	156,096 -52,548	-25%	-$266K	0.66%	38
2015 Q2	$1.03M	Buy	208,644 +172,341	+475%	+$871K	0.98%	30
2015 Q1	$190K	Sell	36,303 -15,764	-30%	-$82.1K	0.18%	82
2014 Q4	$258K	Sell	52,067 -200,867	-79%	-$956K	0.27%	78
2014 Q3	$1.07M	Buy	252,934 +177,160	+234%	+$789K	1.07%	23
2014 Q2	$326K	Hold	75,774	–	–	0.29%	74
2014 Q1	$305K	Hold	75,774	–	–	0.28%	77
2013 Q4	$261K	Hold	75,774	–	–	0.26%	76
2013 Q3	$282K	Hold	75,774	–	–	0.28%	75
2013 Q2	$303K	Buy	+75,774	New	+$310K	0.3%	74

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Independent Order of Foresters's AIV Position: Q2 2018 in Review

Independent Order of Foresters sold out of Aimco (AIV) in Q2 2018, closing a stake of 170,480 shares — an estimated $925K sold.

Independent Order of Foresters first reported a position in AIV in Q2 2013 and held it in 20 quarters. The position peaked at $1.09M in Q3 2016. 343 funds tracked by Wall St. Rank hold AIV as of Q2 2018.

Independent Order of Foresters reported no remaining Aimco position as of Q2 2018 after selling out during the quarter.
Independent Order of Foresters sold 170,480 Aimco shares in Q2 2018, an estimated $925K.
Independent Order of Foresters first reported a position in Aimco in Q2 2013 and held it in 20 quarters.
Independent Order of Foresters's Aimco position peaked at $1.09M in Q3 2016.
343 funds tracked by Wall St. Rank held Aimco as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.