Lenox Wealth Management’s Aimco AIV Stock Holding History

Lenox Wealth Management’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
2018 Q4	–	Sell	-916	Closed	-$2K	–	634
2018 Q3	$2K	Buy	+916	New	+$5.27K	﹤0.01%	569

Other funds holding AIV

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lenox Wealth Management's AIV Position: Q4 2018 in Review

Lenox Wealth Management sold out of Aimco (AIV) in Q4 2018, closing a stake of 916 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in AIV in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 359 funds tracked by Wall St. Rank hold AIV as of Q4 2018.

Lenox Wealth Management reported no remaining Aimco position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 916 Aimco shares in Q4 2018, an estimated $2K.
Lenox Wealth Management first reported a position in Aimco in Q3 2018 and held it in 1 quarter.
Lenox Wealth Management's Aimco position peaked at $2K in Q3 2018.
359 funds tracked by Wall St. Rank held Aimco as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.