IPC
AIV

Independent Portfolio Consultants’s Aimco AIV Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-195
Closed -$1K – 865
2015
Q1 		$1K Sell
195
-33,886
-99% -$176K ﹤0.01% 910
2014
Q4 		$169K Sell
34,081
-70,564
-67% -$336K 0.03% 404
2014
Q3 		$444K Sell
104,645
-11,020
-10% -$49.1K 0.12% 252
2014
Q2 		$497K Buy
115,665
+1,787
+2% +$7.39K 0.14% 234
2014
Q1 		$458K Buy
113,878
+1,576
+1% +$6.04K 0.15% 255
2013
Q4 		$388K Sell
112,302
-13,212
-11% -$47.4K 0.14% 313
2013
Q3 		$467K Sell
125,514
-2,139
-2% -$8.3K 0.19% 222
2013
Q2 		$511K Buy
+127,653
New +$523K 0.23% 176

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 $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Independent Portfolio Consultants's AIV Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Aimco (AIV) in Q2 2015, closing a stake of 195 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in AIV in Q2 2013 and held it in 8 quarters. The position peaked at $511K in Q2 2013. 275 funds tracked by Wall St. Rank hold AIV as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Aimco position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 195 Aimco shares in Q2 2015, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Aimco in Q2 2013 and held it in 8 quarters.
  • Independent Portfolio Consultants's Aimco position peaked at $511K in Q2 2013.
  • 275 funds tracked by Wall St. Rank held Aimco as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.