Lourd Capital’s Aimco AIV Stock Holding History

Lourd Capital’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 Q1	–	Sell	-64,408	Closed	-$375K	–	126
2017 Q4	$375K	Buy	+64,408	New	+$379K	0.02%	198

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

BlackRock New York $5.72T AUM 30.48% 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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Lourd Capital's AIV Position: Q1 2018 in Review

Lourd Capital sold out of Aimco (AIV) in Q1 2018, closing a stake of 64,408 shares — an estimated $375K sold.

Lourd Capital first reported a position in AIV in Q4 2017 and held it in 1 quarter. The position peaked at $375K in Q4 2017. 327 funds tracked by Wall St. Rank hold AIV as of Q1 2018.

Lourd Capital reported no remaining Aimco position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 64,408 Aimco shares in Q1 2018, an estimated $375K.
Lourd Capital first reported a position in Aimco in Q4 2017 and held it in 1 quarter.
Lourd Capital's Aimco position peaked at $375K in Q4 2017.
327 funds tracked by Wall St. Rank held Aimco as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.