Perigon Wealth Management’s Aimco AIV Stock Holding History

Perigon Wealth 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
2017 Q3	–	Sell	-278	Closed	-$2K	–	642
2017 Q2	$2K	Buy	+278	New	+$1.62K	﹤0.01%	558

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perigon Wealth Management's AIV Position: Q3 2017 in Review

Perigon Wealth Management sold out of Aimco (AIV) in Q3 2017, closing a stake of 278 shares — an estimated $2K sold.

Perigon Wealth Management first reported a position in AIV in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 320 funds tracked by Wall St. Rank hold AIV as of Q3 2017.

Perigon Wealth Management reported no remaining Aimco position as of Q3 2017 after selling out during the quarter.
Perigon Wealth Management sold 278 Aimco shares in Q3 2017, an estimated $2K.
Perigon Wealth Management first reported a position in Aimco in Q2 2017 and held it in 1 quarter.
Perigon Wealth Management's Aimco position peaked at $2K in Q2 2017.
320 funds tracked by Wall St. Rank held Aimco as of Q3 2017.

Based on Perigon Wealth Management's 13F filing for Q3 2017, filed 5 Dec 2017.