Kanaly Trust’s Aimco AIV Stock Holding History

Kanaly Trust’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
2016 Q4	$10K	Sell	1,606 -308	-16%	-$1.76K	﹤0.01%	546
2016 Q3	$12K	Hold	1,914	–	–	﹤0.01%	500
2016 Q2	$11K	Hold	1,914	–	–	﹤0.01%	519
2016 Q1	$11K	Sell	1,914 -90	-4%	-$461	﹤0.01%	530
2015 Q4	$11K	Hold	2,004	–	–	﹤0.01%	541
2015 Q3	$10K	Hold	2,004	–	–	﹤0.01%	536
2015 Q2	$10K	Buy	+2,004	New	+$10.1K	﹤0.01%	547

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Kanaly Trust's AIV Position: Q4 2016 in Review

Kanaly Trust reduced its Aimco (AIV) stake by 16% in Q4 2016, selling an estimated $1.76K and leaving 1,606 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Kanaly Trust first reported a position in AIV in Q2 2015 and has held it in 7 quarters since. The position peaked at $12K in Q3 2016. 328 funds tracked by Wall St. Rank hold AIV as of Q4 2016.

Kanaly Trust held 1,606 shares of Aimco worth $10K as of Q4 2016.
Kanaly Trust sold 308 Aimco shares in Q4 2016, an estimated $1.76K.
Aimco made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #546 holding.
Kanaly Trust first reported a position in Aimco in Q2 2015 and has held it in 7 quarters since.
Kanaly Trust's Aimco position peaked at $12K in Q3 2016.
328 funds tracked by Wall St. Rank held Aimco as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.