Personal Wealth Partners’s Aimco AIV Stock Holding History

Personal Wealth Partners’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	-38	Closed	–	–	79
2019 Q4	$0	Hold	38	–	–	﹤0.01%	501
2019 Q3	$0	Buy	+38	New	+$257	﹤0.01%	514

Other funds holding AIV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Personal Wealth Partners's AIV Position: Q1 2020 in Review

Personal Wealth Partners sold out of Aimco (AIV) in Q1 2020, closing a stake of 38 shares.

Personal Wealth Partners first reported a position in AIV in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 331 funds tracked by Wall St. Rank hold AIV as of Q1 2020.

Personal Wealth Partners reported no remaining Aimco position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 38 Aimco shares in Q1 2020.
Personal Wealth Partners first reported a position in Aimco in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Aimco position peaked at $0 in Q4 2019.
331 funds tracked by Wall St. Rank held Aimco as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.