NIMC
AIV

NWQ Investment Management Company’s Aimco AIV Stock Holding History

NWQ Investment Management Company’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
Q3 		$4.4M Hold
979,338
– – 0.2% 113
2020
Q2 		$4.91K Sell
979,338
-1,921
-0.2% -$9.52K 0.16% 110
2020
Q1 		$4.59M Sell
981,259
-6,757
-0.7% -$43.3K 0.18% 123
2019
Q4 		$6.8M Buy
988,016
+166,779
+20% +$1.18M 0.17% 128
2019
Q3 		$5.7M Sell
821,237
-8,167
-1% -$55.3K 0.14% 129
2019
Q2 		$5.54M Sell
829,404
-445,642
-35% -$2.98M 0.12% 124
2019
Q1 		$8.54M Buy
1,275,046
+98,137
+8% +$633K 0.19% 117
2018
Q4 		$6.88M Sell
1,176,909
-462,795
-28% -$2.75M 0.16% 124
2018
Q3 		$9.39M Buy
1,639,704
+30,027
+2% +$173K 0.19% 127
2018
Q2 		$9.07M Sell
1,609,677
-75,068
-4% -$408K 0.16% 128
2018
Q1 		$9.14M Buy
1,684,745
+190,441
+13% +$1.02M 0.15% 132
2017
Q4 		$8.7M Buy
1,494,304
+177,648
+13% +$1.05M 0.11% 147
2017
Q3 		$7.69M Buy
1,316,656
+205,687
+19% +$1.23M 0.09% 151
2017
Q2 		$6.36M Sell
1,110,969
-1,322,512
-54% -$7.71M 0.09% 148
2017
Q1 		$14.4M Sell
2,433,481
-529,980
-18% -$3.16M 0.19% 125
2016
Q4 		$1.48M Buy
2,963,461
+861,143
+41% +$4.91M 0.02% 182
2016
Q3 		$12.9M Buy
2,102,318
+977,761
+87% +$5.88M 0.19% 118
2016
Q2 		$6.62M Buy
+1,124,557
New +$6.22M 0.11% 120

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NWQ Investment Management Company's AIV Position: Q3 2020 in Review

NWQ Investment Management Company held its Aimco (AIV) position steady in Q3 2020 at 979,338 shares worth $4.4M. The position accounts for 0.2% of the portfolio, ranked #113.

NWQ Investment Management Company first reported a position in AIV in Q2 2016 and has held it in 18 quarters since. The position peaked at $14.4M in Q1 2017. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

  • NWQ Investment Management Company held 979,338 shares of Aimco worth $4.4M as of Q3 2020.
  • NWQ Investment Management Company left its Aimco share count unchanged in Q3 2020.
  • Aimco made up 0.2% of NWQ Investment Management Company's portfolio in Q3 2020, its #113 holding.
  • NWQ Investment Management Company first reported a position in Aimco in Q2 2016 and has held it in 18 quarters since.
  • NWQ Investment Management Company's Aimco position peaked at $14.4M in Q1 2017.
  • 315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.