RMPWM
AAIC

Rocky Mountain Private Wealth Management’s Arlington Asset Investment Corp. AAIC Stock Holding History

Rocky Mountain Private Wealth Management’s Portfolio AAIC Stock Details AAIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$7K Hold
510
– – 5.15% 5
2016
Q2 		$6K Hold
510
– – 3.85% 8
2016
Q1 		$6K Hold
510
– – 3.92% 7
2015
Q4 		$6K Buy
+510
New +$7.16K 4.03% 6

Other funds holding AAIC

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rocky Mountain Private Wealth Management's AAIC Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its Arlington Asset Investment Corp. (AAIC) position steady in Q3 2016 at 510 shares worth $7K. The position accounts for 5.15% of the portfolio, ranked #5.

Rocky Mountain Private Wealth Management first reported a position in AAIC in Q4 2015 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold AAIC as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 510 shares of Arlington Asset Investment Corp. worth $7K as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its Arlington Asset Investment Corp. share count unchanged in Q3 2016.
  • Arlington Asset Investment Corp. made up 5.15% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #5 holding.
  • Rocky Mountain Private Wealth Management first reported a position in Arlington Asset Investment Corp. in Q4 2015 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Arlington Asset Investment Corp. as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.