Ropes Wealth Advisors’s Aimco AIV Stock Holding History

Ropes Wealth 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
2020 Q3	–	Sell	-578	Closed	-$3K	–	604
2020 Q2	$3K	Buy	+578	New	+$2.86K	﹤0.01%	505
2019 Q2	–	Sell	-15	Closed	–	–	556
2019 Q1	$0	Buy	+15	New	+$97	﹤0.01%	510
2017 Q2	–	Sell	-98	Closed	-$1K	–	512
2017 Q1	$1K	Buy	+98	New	+$584	﹤0.01%	494
2016 Q2	–	Sell	-435	Closed	-$2K	–	470
2016 Q1	$2K	Buy	435 +135	+45%	+$691	﹤0.01%	379
2015 Q4	$2K	Buy	+300	New	+$1.54K	﹤0.01%	390

Other funds holding AIV

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ropes Wealth Advisors's AIV Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of Aimco (AIV) in Q3 2020, closing a stake of 578 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in AIV in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q2 2020. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

Ropes Wealth Advisors reported no remaining Aimco position as of Q3 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 578 Aimco shares in Q3 2020, an estimated $3K.
Ropes Wealth Advisors first reported a position in Aimco in Q4 2015 and held it in 5 quarters.
Ropes Wealth Advisors's Aimco position peaked at $3K in Q2 2020.
315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.