Leuthold Group’s Aimco AIV Stock Holding History

Leuthold Group’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
2013 Q4	–	Sell	-377,157	Closed	-$1.4M	–	208
2013 Q3	$1.4M	Sell	377,157 -41,250	-10%	-$160K	0.13%	186
2013 Q2	$1.67M	Buy	+418,407	New	+$1.71M	0.16%	165

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

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

DCMA

Daiwa Capital Markets America New York $11.8B AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

SCRM

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

Leuthold Group's AIV Position: Q4 2013 in Review

Leuthold Group sold out of Aimco (AIV) in Q4 2013, closing a stake of 377,157 shares — an estimated $1.4M sold.

Leuthold Group first reported a position in AIV in Q2 2013 and held it in 2 quarters. The position peaked at $1.67M in Q2 2013. 279 funds tracked by Wall St. Rank hold AIV as of Q4 2013.

Leuthold Group reported no remaining Aimco position as of Q4 2013 after selling out during the quarter.
Leuthold Group sold 377,157 Aimco shares in Q4 2013, an estimated $1.4M.
Leuthold Group first reported a position in Aimco in Q2 2013 and held it in 2 quarters.
Leuthold Group's Aimco position peaked at $1.67M in Q2 2013.
279 funds tracked by Wall St. Rank held Aimco as of Q4 2013.

Based on Leuthold Group's 13F filing for Q4 2013, filed 14 Feb 2014.