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Raymond James Trust’s Aimco AIV Stock Holding History

Raymond James Trust’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
Q4 		– Sell
-32,932
Closed -$229K – 961
2019
Q3 		$229K Hold
32,932
– – 0.01% 790
2019
Q2 		$220K Buy
32,932
+3,032
+10% +$20.3K 0.01% 790
2019
Q1 		$200K Sell
29,900
-9,255
-24% -$59.7K 0.01% 799
2018
Q4 		$229K Sell
39,155
-301
-0.8% -$1.79K 0.01% 676
2018
Q3 		$232K Hold
39,456
– – 0.01% 747
2018
Q2 		$222K Buy
39,456
+143
+0.4% +$777 0.01% 739
2018
Q1 		$213K Buy
39,313
+773
+2% +$4.14K 0.01% 648
2017
Q4 		$224K Buy
38,540
+766
+2% +$4.51K 0.02% 650
2017
Q3 		$221K Sell
37,774
-233
-0.6% -$1.39K 0.02% 652
2017
Q2 		$217K Buy
+38,007
New +$222K 0.02% 640
2017
Q1 		– Sell
-36,648
Closed -$222K – 704
2016
Q4 		$222K Sell
36,648
-7,642
-17% -$43.6K 0.02% 603
2016
Q3 		$270K Buy
44,290
+3,941
+10% +$23.7K 0.02% 490
2016
Q2 		$237K Sell
40,349
-3,461
-8% -$19.2K 0.02% 539
2016
Q1 		$244K Buy
43,810
+2,432
+6% +$12.5K 0.02% 520
2015
Q4 		$221K Buy
+41,378
New +$213K 0.02% 571

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Trust's AIV Position: Q4 2019 in Review

Raymond James Trust sold out of Aimco (AIV) in Q4 2019, closing a stake of 32,932 shares — an estimated $229K sold.

Raymond James Trust first reported a position in AIV in Q4 2015 and held it in 15 quarters. The position peaked at $270K in Q3 2016. 360 funds tracked by Wall St. Rank hold AIV as of Q4 2019.

  • Raymond James Trust reported no remaining Aimco position as of Q4 2019 after selling out during the quarter.
  • Raymond James Trust sold 32,932 Aimco shares in Q4 2019, an estimated $229K.
  • Raymond James Trust first reported a position in Aimco in Q4 2015 and held it in 15 quarters.
  • Raymond James Trust's Aimco position peaked at $270K in Q3 2016.
  • 360 funds tracked by Wall St. Rank held Aimco as of Q4 2019.

Based on Raymond James Trust's 13F filing for Q4 2019, filed 14 Jan 2020.