PI
AIV

Placemark Investments’s Aimco AIV Stock Holding History

Placemark 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
2014
Q4 		$2.13M Buy
429,780
+13,851
+3% +$65.9K 0.04% 548
2014
Q3 		$1.76M Buy
415,929
+22,865
+6% +$102K 0.03% 595
2014
Q2 		$1.69M Buy
393,064
+42,016
+12% +$174K 0.03% 639
2014
Q1 		$1.41M Buy
351,048
+26,972
+8% +$103K 0.03% 659
2013
Q4 		$1.12M Buy
324,076
+16,244
+5% +$58.3K 0.02% 814
2013
Q3 		$1.15M Buy
307,832
+22,311
+8% +$86.6K 0.02% 739
2013
Q2 		$1.14M Buy
+285,521
New +$1.17M 0.02% 693

Other funds holding AIV

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Placemark Investments's AIV Position: Q4 2014 in Review

Placemark Investments increased its Aimco (AIV) stake by 3.3% in Q4 2014, buying an estimated $65.9K and bringing the position to 429,780 shares worth $2.13M. The position accounts for 0.04% of the portfolio, ranked #548.

Placemark Investments first reported a position in AIV in Q2 2013 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold AIV as of Q4 2014.

  • Placemark Investments held 429,780 shares of Aimco worth $2.13M as of Q4 2014.
  • Placemark Investments bought 13,851 Aimco shares in Q4 2014, an estimated $65.9K.
  • Aimco made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #548 holding.
  • Placemark Investments first reported a position in Aimco in Q2 2013 and has held it in 7 quarters since.
  • 317 funds tracked by Wall St. Rank held Aimco as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.