PRW Wealth Management’s Aimco AIV Stock Holding History

PRW 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
2019 Q2	–	Sell	-1,321	Closed	-$8K	–	82
2019 Q1	$8K	Sell	1,321 -23	-2%	-$148	0.01%	300
2018 Q4	$8K	Buy	+1,344	New	+$7.99K	0.01%	302

Other funds holding AIV

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PRW Wealth Management's AIV Position: Q2 2019 in Review

PRW Wealth Management sold out of Aimco (AIV) in Q2 2019, closing a stake of 1,321 shares — an estimated $8K sold.

PRW Wealth Management first reported a position in AIV in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 363 funds tracked by Wall St. Rank hold AIV as of Q2 2019.

PRW Wealth Management reported no remaining Aimco position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 1,321 Aimco shares in Q2 2019, an estimated $8K.
PRW Wealth Management first reported a position in Aimco in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Aimco position peaked at $8K in Q1 2019.
363 funds tracked by Wall St. Rank held Aimco as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.