RA
AIV

Rational Advisors’s Aimco AIV Stock Holding History

Rational Advisors’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
2015
Q3 		$12K Hold
2,432
– – ﹤0.01% 310
2015
Q2 		$12K Hold
2,432
– – ﹤0.01% 322
2015
Q1 		$13K Sell
2,432
-1,622
-40% -$8.44K ﹤0.01% 311
2014
Q4 		$20K Buy
+4,054
New +$19.3K ﹤0.01% 346
2013
Q4 		$21K Sell
6,081
-405
-6% -$1.45K ﹤0.01% 731
2013
Q3 		$24K Hold
6,486
– – ﹤0.01% 741
2013
Q2 		$26K Buy
+6,486
New +$26.6K ﹤0.01% 733

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rational Advisors's AIV Position: Q3 2015 in Review

Rational Advisors held its Aimco (AIV) position steady in Q3 2015 at 2,432 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Rational Advisors first reported a position in AIV in Q2 2013 and has held it in 7 quarters since. The position peaked at $26K in Q2 2013. 287 funds tracked by Wall St. Rank hold AIV as of Q3 2015.

  • Rational Advisors held 2,432 shares of Aimco worth $12K as of Q3 2015.
  • Rational Advisors left its Aimco share count unchanged in Q3 2015.
  • Aimco made up ﹤0.01% of Rational Advisors's portfolio in Q3 2015, its #310 holding.
  • Rational Advisors first reported a position in Aimco in Q2 2013 and has held it in 7 quarters since.
  • Rational Advisors's Aimco position peaked at $26K in Q2 2013.
  • 287 funds tracked by Wall St. Rank held Aimco as of Q3 2015.

Based on Rational Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.