RegentAtlantic Capital’s Aimco AIV Stock Holding History

RegentAtlantic Capital’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 Q1	–	Sell	-68	Closed	-$311	–	377
2014 Q4	$311	Buy	+68	New	+$324	﹤0.01%	1225

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

RegentAtlantic Capital's AIV Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Aimco (AIV) in Q1 2015, closing a stake of 68 shares — an estimated $311 sold.

RegentAtlantic Capital first reported a position in AIV in Q4 2014 and held it in 1 quarter. The position peaked at $311 in Q4 2014. 284 funds tracked by Wall St. Rank hold AIV as of Q1 2015.

RegentAtlantic Capital reported no remaining Aimco position as of Q1 2015 after selling out during the quarter.
RegentAtlantic Capital sold 68 Aimco shares in Q1 2015, an estimated $311.
RegentAtlantic Capital first reported a position in Aimco in Q4 2014 and held it in 1 quarter.
RegentAtlantic Capital's Aimco position peaked at $311 in Q4 2014.
284 funds tracked by Wall St. Rank held Aimco as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.