JFS Wealth Advisors’s Aimco AIV Stock Holding History

JFS Wealth Advisors’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 Q4	–	Sell	-330	Closed	-$2K	–	512
2019 Q3	$2K	Hold	330	–	–	﹤0.01%	443
2019 Q2	$2K	Buy	+330	New	+$2.21K	﹤0.01%	430

Other funds holding AIV

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

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

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

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

JFS Wealth Advisors's AIV Position: Q4 2019 in Review

JFS Wealth Advisors sold out of Aimco (AIV) in Q4 2019, closing a stake of 330 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in AIV in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 360 funds tracked by Wall St. Rank hold AIV as of Q4 2019.

JFS Wealth Advisors reported no remaining Aimco position as of Q4 2019 after selling out during the quarter.
JFS Wealth Advisors sold 330 Aimco shares in Q4 2019, an estimated $2K.
JFS Wealth Advisors first reported a position in Aimco in Q2 2019 and held it in 2 quarters.
JFS Wealth Advisors's Aimco position peaked at $2K in Q3 2019.
360 funds tracked by Wall St. Rank held Aimco as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.