Loeb Partners Corp’s Aimco AIV Stock Holding History

Loeb Partners Corp’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	-120,109	Closed	-$669K	–	164
2016 Q1	$669K	Hold	120,109	–	–	0.24%	88
2015 Q4	$640K	Buy	+120,109	New	+$618K	0.21%	97

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

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

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Loeb Partners Corp's AIV Position: Q2 2016 in Review

Loeb Partners Corp sold out of Aimco (AIV) in Q2 2016, closing a stake of 120,109 shares — an estimated $669K sold.

Loeb Partners Corp first reported a position in AIV in Q4 2015 and held it in 2 quarters. The position peaked at $669K in Q1 2016. 315 funds tracked by Wall St. Rank hold AIV as of Q2 2016.

Loeb Partners Corp reported no remaining Aimco position as of Q2 2016 after selling out during the quarter.
Loeb Partners Corp sold 120,109 Aimco shares in Q2 2016, an estimated $669K.
Loeb Partners Corp first reported a position in Aimco in Q4 2015 and held it in 2 quarters.
Loeb Partners Corp's Aimco position peaked at $669K in Q1 2016.
315 funds tracked by Wall St. Rank held Aimco as of Q2 2016.

Based on Loeb Partners Corp's 13F filing for Q2 2016, filed 20 Jul 2016.