LTI
AIV

Laffer Tengler Investments’s Aimco AIV Stock Holding History

Laffer Tengler Investments’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
Q2 		– Sell
-294,740
Closed -$1.64M – 207
2016
Q1 		$1.64M Buy
+294,740
New +$1.51M 0.44% 104
2015
Q4 		– Hold
0
– – – 113
2015
Q3 		– Sell
-294,740
Closed -$1.49M – 126
2015
Q2 		$1.45M Sell
294,740
-210,671
-42% -$1.06M 0.35% 163
2015
Q1 		$2.65M Buy
+505,411
New +$2.63M 0.37% 85
2014
Q4 		– Sell
-505,411
Closed -$2.41M – 91
2014
Q3 		$2.14M Hold
505,411
– – 0.32% 120
2014
Q2 		$2.17M Sell
505,411
-30,019
-6% -$124K 0.33% 122
2014
Q1 		$2.16M Hold
535,430
– – 0.35% 125
2013
Q4 		$1.85M Buy
+535,430
New +$1.92M 0.31% 153
2013
Q3 		– Hold
0
– – – 141

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return