OI
AIV

Oakbrook Investments’s Aimco AIV Stock Holding History

Oakbrook Investments’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
-31,348
Closed -$216K – 92
2019
Q4 		$216K Sell
31,348
-12,867
-29% -$90.9K 0.04% 551
2019
Q3 		$307K Sell
44,215
-6,741
-13% -$45.6K 0.02% 483
2019
Q2 		$340K Sell
50,956
-2,065
-4% -$13.8K 0.02% 467
2019
Q1 		$355K Sell
53,021
-818
-2% -$5.28K 0.02% 462
2018
Q4 		$315K Sell
53,839
-9,826
-15% -$58.4K 0.02% 462
2018
Q3 		$374K Buy
63,665
+18,016
+39% +$104K 0.02% 503
2018
Q2 		$257K Buy
45,649
+150
+0.3% +$815 0.02% 491
2018
Q1 		$247K Buy
45,499
+2,252
+5% +$12.1K 0.02% 509
2017
Q4 		$252K Buy
43,247
+1,502
+4% +$8.84K 0.02% 496
2017
Q3 		$244K Hold
41,745
– – 0.02% 507
2017
Q2 		$239K Sell
41,745
-2,778
-6% -$16.2K 0.02% 466
2017
Q1 		$263K Sell
44,523
-3,753
-8% -$22.4K 0.02% 458
2016
Q4 		$292K Sell
48,276
-15,014
-24% -$85.7K 0.02% 467
2016
Q3 		$387K Sell
63,290
-7,507
-11% -$45.2K 0.02% 409
2016
Q2 		$416K Buy
70,797
+8,258
+13% +$45.7K 0.02% 396
2016
Q1 		$348K Sell
62,539
-751
-1% -$3.85K 0.02% 406
2015
Q4 		$337K Sell
63,290
-7,649
-11% -$39.4K 0.02% 419
2015
Q3 		$350K Buy
70,939
+750
+1% +$3.79K 0.02% 413
2015
Q2 		$345K Sell
70,189
-12,769
-15% -$64.5K 0.02% 432
2015
Q1 		$435K Buy
82,958
+751
+0.9% +$3.91K 0.02% 402
2014
Q4 		$407K Sell
82,207
-3,753
-4% -$17.9K 0.02% 405
2014
Q3 		$364K Sell
85,960
-88,513
-51% -$394K 0.02% 402
2014
Q2 		$750K Sell
174,473
-1,441
-0.8% -$5.96K 0.02% 352
2014
Q1 		$708K Sell
175,914
-31,529
-15% -$121K 0.02% 373
2013
Q4 		$716K Sell
207,443
-8,288
-4% -$29.7K 0.02% 374
2013
Q3 		$803K Sell
215,731
-19,893
-8% -$77.2K 0.02% 352
2013
Q2 		$943K Buy
+235,624
New +$965K 0.03% 356

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Oakbrook Investments's AIV Position: Q1 2020 in Review

Oakbrook Investments sold out of Aimco (AIV) in Q1 2020, closing a stake of 31,348 shares — an estimated $216K sold.

Oakbrook Investments first reported a position in AIV in Q2 2013 and held it in 27 quarters. The position peaked at $943K in Q2 2013. 331 funds tracked by Wall St. Rank hold AIV as of Q1 2020.

  • Oakbrook Investments reported no remaining Aimco position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 31,348 Aimco shares in Q1 2020, an estimated $216K.
  • Oakbrook Investments first reported a position in Aimco in Q2 2013 and held it in 27 quarters.
  • Oakbrook Investments's Aimco position peaked at $943K in Q2 2013.
  • 331 funds tracked by Wall St. Rank held Aimco as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.