MPAM
AIV

Monarch Partners Asset Management’s Aimco AIV Stock Holding History

Monarch Partners Asset Management’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
Q4 		– Sell
-1,246,880
Closed -$7.63M – 174
2016
Q3 		$7.63M Hold
1,246,880
– – 0.72% 57
2016
Q2 		$7.33M Sell
1,246,880
-781,984
-39% -$4.33M 0.74% 60
2016
Q1 		$11.3M Buy
+2,028,864
New +$10.4M 1.17% 35

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 $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Monarch Partners Asset Management's AIV Position: Q4 2016 in Review

Monarch Partners Asset Management sold out of Aimco (AIV) in Q4 2016, closing a stake of 1,246,880 shares — an estimated $7.63M sold.

Monarch Partners Asset Management first reported a position in AIV in Q1 2016 and held it in 3 quarters. The position peaked at $11.3M in Q1 2016. 327 funds tracked by Wall St. Rank hold AIV as of Q4 2016.

  • Monarch Partners Asset Management reported no remaining Aimco position as of Q4 2016 after selling out during the quarter.
  • Monarch Partners Asset Management sold 1,246,880 Aimco shares in Q4 2016, an estimated $7.63M.
  • Monarch Partners Asset Management first reported a position in Aimco in Q1 2016 and held it in 3 quarters.
  • Monarch Partners Asset Management's Aimco position peaked at $11.3M in Q1 2016.
  • 327 funds tracked by Wall St. Rank held Aimco as of Q4 2016.

Based on Monarch Partners Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.