James Investment Research’s Aimco AIV Stock Holding History

James Investment Research’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
2017 Q1	–	Sell	-323	Closed	-$2K	–	649
2016 Q4	$2K	Hold	323	–	–	﹤0.01%	525
2016 Q3	$2K	Hold	323	–	–	﹤0.01%	527
2016 Q2	$2K	Buy	+323	New	+$1.79K	﹤0.01%	488

Other funds holding AIV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

James Investment Research's AIV Position: Q1 2017 in Review

James Investment Research sold out of Aimco (AIV) in Q1 2017, closing a stake of 323 shares — an estimated $2K sold.

James Investment Research first reported a position in AIV in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 327 funds tracked by Wall St. Rank hold AIV as of Q1 2017.

James Investment Research reported no remaining Aimco position as of Q1 2017 after selling out during the quarter.
James Investment Research sold 323 Aimco shares in Q1 2017, an estimated $2K.
James Investment Research first reported a position in Aimco in Q2 2016 and held it in 3 quarters.
James Investment Research's Aimco position peaked at $2K in Q4 2016.
327 funds tracked by Wall St. Rank held Aimco as of Q1 2017.

Based on James Investment Research's 13F filing for Q1 2017, filed 21 Apr 2017.