MYIA
AIV

Mount Yale Investment Advisors’s Aimco AIV Stock Holding History

Mount Yale Investment 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
2019
Q2 		– Sell
-46,865
Closed -$314K – 318
2019
Q1 		$314K Sell
46,865
-383
-0.8% -$2.47K 0.06% 246
2018
Q4 		$310K Sell
47,248
-2,124
-4% -$12.6K 0.06% 248
2018
Q3 		$298K Buy
49,372
+570
+1% +$3.28K 0.05% 256
2018
Q2 		$275K Buy
+48,802
New +$265K 0.05% 263

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mount Yale Investment Advisors's AIV Position: Q2 2019 in Review

Mount Yale Investment Advisors sold out of Aimco (AIV) in Q2 2019, closing a stake of 46,865 shares — an estimated $314K sold.

Mount Yale Investment Advisors first reported a position in AIV in Q2 2018 and held it in 4 quarters. The position peaked at $314K in Q1 2019. 363 funds tracked by Wall St. Rank hold AIV as of Q2 2019.

  • Mount Yale Investment Advisors reported no remaining Aimco position as of Q2 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 46,865 Aimco shares in Q2 2019, an estimated $314K.
  • Mount Yale Investment Advisors first reported a position in Aimco in Q2 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Aimco position peaked at $314K in Q1 2019.
  • 363 funds tracked by Wall St. Rank held Aimco as of Q2 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.