MFW
AIV

Meristem Family Wealth’s Aimco AIV Stock Holding History

Meristem Family Wealth’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
2020
Q1 		– Sell
-36,626
Closed -$252K – 188
2019
Q4 		$252K Buy
+36,626
New +$259K 0.06% 162
2019
Q3 		– Sell
-36,626
Closed -$245K – 201
2019
Q2 		$245K Buy
+36,626
New +$245K 0.07% 139

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Renaissance Technologies
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

Meristem Family Wealth's AIV Position: Q1 2020 in Review

Meristem Family Wealth sold out of Aimco (AIV) in Q1 2020, closing a stake of 36,626 shares — an estimated $252K sold.

Meristem Family Wealth first reported a position in AIV in Q2 2019 and held it in 2 quarters. The position peaked at $252K in Q4 2019. 331 funds tracked by Wall St. Rank hold AIV as of Q1 2020.

  • Meristem Family Wealth reported no remaining Aimco position as of Q1 2020 after selling out during the quarter.
  • Meristem Family Wealth sold 36,626 Aimco shares in Q1 2020, an estimated $252K.
  • Meristem Family Wealth first reported a position in Aimco in Q2 2019 and held it in 2 quarters.
  • Meristem Family Wealth's Aimco position peaked at $252K in Q4 2019.
  • 331 funds tracked by Wall St. Rank held Aimco as of Q1 2020.

Based on Meristem Family Wealth's 13F filing for Q1 2020, filed 12 May 2020.