LWCFA
AIV

Loring Wolcott & Coolidge Fiduciary Advisors’s Aimco AIV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q4 		– Sell
-195
Closed -$1K – 740
2017
Q3 		$1K Buy
+195
New +$1.16K ﹤0.01% 692

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AIV Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Aimco (AIV) in Q4 2017, closing a stake of 195 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AIV in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 334 funds tracked by Wall St. Rank hold AIV as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Aimco position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 195 Aimco shares in Q4 2017, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Aimco in Q3 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Aimco position peaked at $1K in Q3 2017.
  • 334 funds tracked by Wall St. Rank held Aimco as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.