PFGIA
AIV

Patriot Financial Group Insurance Agency’s Aimco AIV Stock Holding History

Patriot Financial Group Insurance Agency’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
2018
Q1 		– Sell
-4,804
Closed -$28K – 949
2017
Q4 		$28K Buy
4,804
+15
+0.3% +$88 0.02% 394
2017
Q3 		$29K Buy
4,789
+2,537
+113% +$15.1K 0.03% 338
2017
Q2 		$13K Hold
2,252
– – 0.01% 470
2017
Q1 		$13K Hold
2,252
– – 0.01% 443
2016
Q4 		$13K Buy
+2,252
New +$12.9K 0.02% 417

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
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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AIV Position: Q1 2018 in Review

Patriot Financial Group Insurance Agency sold out of Aimco (AIV) in Q1 2018, closing a stake of 4,804 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in AIV in Q4 2016 and held it in 5 quarters. The position peaked at $29K in Q3 2017. 327 funds tracked by Wall St. Rank hold AIV as of Q1 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Aimco position as of Q1 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,804 Aimco shares in Q1 2018, an estimated $28K.
  • Patriot Financial Group Insurance Agency first reported a position in Aimco in Q4 2016 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Aimco position peaked at $29K in Q3 2017.
  • 327 funds tracked by Wall St. Rank held Aimco as of Q1 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2018, filed 14 May 2018.