Portfolio Strategies’s Aimco AIV Stock Holding History

Portfolio Strategies’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 Q4	–	Sell	-12,581	Closed	-$74K	–	50
2018 Q3	$74K	Hold	12,581	–	–	0.04%	62
2018 Q2	$71K	Hold	12,581	–	–	0.05%	60
2018 Q1	$68K	Hold	12,581	–	–	0.05%	62
2017 Q4	$73K	Buy	+12,581	New	+$74.1K	0.05%	65

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Portfolio Strategies's AIV Position: Q4 2018 in Review

Portfolio Strategies sold out of Aimco (AIV) in Q4 2018, closing a stake of 12,581 shares — an estimated $74K sold.

Portfolio Strategies first reported a position in AIV in Q4 2017 and held it in 4 quarters. The position peaked at $74K in Q3 2018. 359 funds tracked by Wall St. Rank hold AIV as of Q4 2018.

Portfolio Strategies reported no remaining Aimco position as of Q4 2018 after selling out during the quarter.
Portfolio Strategies sold 12,581 Aimco shares in Q4 2018, an estimated $74K.
Portfolio Strategies first reported a position in Aimco in Q4 2017 and held it in 4 quarters.
Portfolio Strategies's Aimco position peaked at $74K in Q3 2018.
359 funds tracked by Wall St. Rank held Aimco as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.