Johnson Financial Group Inc (Wisconsin)’s Aimco AIV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-11,260	Closed	-$66K	–	591
2017 Q3	$66K	Hold	11,260	–	–	0.01%	321
2017 Q2	$64K	Hold	11,260	–	–	0.01%	333
2017 Q1	$67K	Sell	11,260 -4,009	-26%	-$23.9K	0.01%	365
2016 Q4	$92K	Sell	15,269 -796	-5%	-$4.54K	0.01%	345
2016 Q3	$98K	Sell	16,065 -17,941	-53%	-$108K	0.01%	340
2016 Q2	$200K	Hold	34,006	–	–	0.03%	280
2016 Q1	$189K	Hold	34,006	–	–	0.04%	251
2015 Q4	$181K	Buy	34,006 +32,535	+2,212%	+$167K	0.04%	256
2015 Q3	$7K	Buy	1,471 +420	+40%	+$2.12K	﹤0.01%	678
2015 Q2	$5K	Hold	1,051	–	–	﹤0.01%	743
2015 Q1	$6K	Hold	1,051	–	–	﹤0.01%	720
2014 Q4	$5K	Hold	1,051	–	–	﹤0.01%	698
2014 Q3	$4K	Buy	1,051 +255	+32%	+$1.14K	﹤0.01%	670
2014 Q2	$3K	Hold	796	–	–	﹤0.01%	659
2014 Q1	$3K	Hold	796	–	–	﹤0.01%	661
2013 Q4	$3K	Hold	796	–	–	﹤0.01%	647
2013 Q3	$3K	Hold	796	–	–	﹤0.01%	639
2013 Q2	$3K	Buy	+796	New	+$3.26K	﹤0.01%	652

Other funds holding AIV

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

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

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

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

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

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s AIV Position: Q4 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Aimco (AIV) in Q4 2017, closing a stake of 11,260 shares — an estimated $66K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AIV in Q2 2013 and held it in 18 quarters. The position peaked at $200K in Q2 2016. 334 funds tracked by Wall St. Rank hold AIV as of Q4 2017.

Johnson Financial Group Inc (Wisconsin) reported no remaining Aimco position as of Q4 2017 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 11,260 Aimco shares in Q4 2017, an estimated $66K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Aimco in Q2 2013 and held it in 18 quarters.
Johnson Financial Group Inc (Wisconsin)'s Aimco position peaked at $200K in Q2 2016.
334 funds tracked by Wall St. Rank held Aimco as of Q4 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2017, filed 12 Feb 2018.