Joel Isaacson & Co
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Joel Isaacson & Co’s AIM ImmunoTech AIM Stock Holding History

Joel Isaacson & Co’s Portfolio AIM Stock Details AIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Hold
0
– -$4K – 753
2014
Q4 		– Hold
0
– – – 555
2014
Q3 		– Hold
0
– – – 533
2014
Q2 		– Hold
0
– – – 508
2014
Q1 		– Hold
0
– – – 495
2013
Q4 		– Sell
-1
Closed -$12.1K – 473
2013
Q3 		$7K Hold
1
– – ﹤0.01% 434
2013
Q2 		$7K Buy
+1
New +$11.9K ﹤0.01% 400

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BlackRock Institutional Trust
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American International Group
American International Group New York $4.18M AUM 73.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Occidental Asset Management
Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Joel Isaacson & Co's AIM Position: Q1 2015 in Review

Joel Isaacson & Co held its AIM ImmunoTech (AIM) position steady in Q1 2015 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Joel Isaacson & Co first reported a position in AIM in Q2 2013 and has held it in 2 quarters since. The position peaked at $7K in Q3 2013. 13 funds tracked by Wall St. Rank hold AIM as of Q1 2015.

  • Joel Isaacson & Co held 0 shares of AIM ImmunoTech worth $0 as of Q1 2015.
  • Joel Isaacson & Co left its AIM ImmunoTech share count unchanged in Q1 2015.
  • AIM ImmunoTech made up ﹤0.01% of Joel Isaacson & Co's portfolio in Q1 2015, its #753 holding.
  • Joel Isaacson & Co first reported a position in AIM ImmunoTech in Q2 2013 and has held it in 2 quarters since.
  • Joel Isaacson & Co's AIM ImmunoTech position peaked at $7K in Q3 2013.
  • 13 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q1 2015.

Based on Joel Isaacson & Co's 13F filing for Q1 2015, filed 14 Apr 2015.