IWMPD
AIV

Integrated Wealth Management (Palm Desert)’s Aimco AIV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q1 		– Sell
-1,464
Closed -$8K – 1192
2015
Q4 		$8K Hold
1,464
– – ﹤0.01% 813
2015
Q3 		$7K Hold
1,464
– – ﹤0.01% 844
2015
Q2 		$7K Hold
1,464
– – ﹤0.01% 861
2015
Q1 		$7K Buy
+1,464
New +$7.62K ﹤0.01% 834

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 $63.2B AUM 17.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AIV Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Aimco (AIV) in Q1 2016, closing a stake of 1,464 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in AIV in Q1 2015 and held it in 4 quarters. The position peaked at $8K in Q4 2015. 308 funds tracked by Wall St. Rank hold AIV as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Aimco position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,464 Aimco shares in Q1 2016, an estimated $8K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Aimco in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Aimco position peaked at $8K in Q4 2015.
  • 308 funds tracked by Wall St. Rank held Aimco as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.