Lenox Wealth Advisors’s Aimco AIV Stock Holding History

Lenox 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
2020 Q1	–	Sell	-53	Closed	–	–	764
2019 Q4	$0	Buy	+53	New	+$374	﹤0.01%	724

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

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

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

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

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

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Lenox Wealth Advisors's AIV Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Aimco (AIV) in Q1 2020, closing a stake of 53 shares.

Lenox Wealth Advisors first reported a position in AIV in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 331 funds tracked by Wall St. Rank hold AIV as of Q1 2020.

Lenox Wealth Advisors reported no remaining Aimco position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 53 Aimco shares in Q1 2020.
Lenox Wealth Advisors first reported a position in Aimco in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Aimco position peaked at $0 in Q4 2019.
331 funds tracked by Wall St. Rank held Aimco as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.