Israel Discount Bank of New York’s Aimco AIV Stock Holding History

Israel Discount Bank of New York’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
2019 Q1	–	Sell	-8,595	Closed	-$50K	–	428
2018 Q4	$50K	Hold	8,595	–	–	0.04%	176
2018 Q3	$51K	Sell	8,595 -10,547	-55%	-$60.7K	0.03%	204
2018 Q2	$108K	Sell	19,142 -301	-2%	-$1.64K	0.07%	120
2018 Q1	$106K	Hold	19,443	–	–	0.07%	121
2017 Q4	$113K	Buy	19,443 +376	+2%	+$2.21K	0.08%	114
2017 Q3	$111K	Sell	19,067 -188	-1%	-$1.12K	0.08%	107
2017 Q2	$110K	Sell	19,255 -263	-1%	-$1.53K	0.09%	106
2017 Q1	$115K	Buy	19,518 +939	+5%	+$5.6K	0.09%	106
2016 Q4	$112K	Buy	+18,579	New	+$106K	0.1%	126

Other funds holding AIV

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Israel Discount Bank of New York's AIV Position: Q1 2019 in Review

Israel Discount Bank of New York sold out of Aimco (AIV) in Q1 2019, closing a stake of 8,595 shares — an estimated $50K sold.

Israel Discount Bank of New York first reported a position in AIV in Q4 2016 and held it in 9 quarters. The position peaked at $115K in Q1 2017. 359 funds tracked by Wall St. Rank hold AIV as of Q1 2019.

Israel Discount Bank of New York reported no remaining Aimco position as of Q1 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 8,595 Aimco shares in Q1 2019, an estimated $50K.
Israel Discount Bank of New York first reported a position in Aimco in Q4 2016 and held it in 9 quarters.
Israel Discount Bank of New York's Aimco position peaked at $115K in Q1 2017.
359 funds tracked by Wall St. Rank held Aimco as of Q1 2019.

Based on Israel Discount Bank of New York's 13F filing for Q1 2019, filed 8 May 2019.