SP
AIV

Sarasin & Partners’s Aimco AIV Stock Holding History

Sarasin & Partners’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
2017
Q3 		– Sell
-286,963
Closed -$1.64M – 108
2017
Q2 		$1.64M Sell
286,963
-6,553
-2% -$38.2K 0.03% 99
2017
Q1 		$1.73M Sell
293,516
-265,283
-47% -$1.58M 0.03% 98
2016
Q4 		$3.38M Buy
558,799
+18,414
+3% +$105K 0.06% 95
2016
Q3 		$3.31M Buy
540,385
+5,142
+1% +$30.9K 0.05% 98
2016
Q2 		$3.15M Buy
535,243
+5,788
+1% +$32K 0.05% 96
2016
Q1 		$2.95M Buy
529,455
+13,445
+3% +$68.8K 0.05% 91
2015
Q4 		$2.75M Hold
516,010
– – 0.05% 95
2015
Q3 		$2.54M Buy
516,010
+20,861
+4% +$106K 0.05% 93
2015
Q2 		$2.44M Sell
495,149
-1,877
-0.4% -$9.48K 0.04% 95
2015
Q1 		$2.61M Sell
497,026
-18,489
-4% -$96.3K 0.04% 100
2014
Q4 		$2.55M Sell
515,515
-3,513
-0.7% -$16.7K 0.04% 112
2014
Q3 		$2.2M Buy
519,028
+31,671
+6% +$141K 0.03% 116
2014
Q2 		$2.1M Sell
487,357
-91,951
-16% -$381K 0.03% 115
2014
Q1 		$2.33M Buy
579,308
+114,051
+25% +$437K 0.03% 116
2013
Q4 		$1.61M Sell
465,257
-1,636
-0.4% -$5.87K 0.02% 130
2013
Q3 		$1.74M Sell
466,893
-35,673
-7% -$138K 0.03% 123
2013
Q2 		$2.01M Buy
+502,566
New +$2.06M 0.03% 126

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sarasin & Partners's AIV Position: Q3 2017 in Review

Sarasin & Partners sold out of Aimco (AIV) in Q3 2017, closing a stake of 286,963 shares — an estimated $1.64M sold.

Sarasin & Partners first reported a position in AIV in Q2 2013 and held it in 17 quarters. The position peaked at $3.38M in Q4 2016. 320 funds tracked by Wall St. Rank hold AIV as of Q3 2017.

  • Sarasin & Partners reported no remaining Aimco position as of Q3 2017 after selling out during the quarter.
  • Sarasin & Partners sold 286,963 Aimco shares in Q3 2017, an estimated $1.64M.
  • Sarasin & Partners first reported a position in Aimco in Q2 2013 and held it in 17 quarters.
  • Sarasin & Partners's Aimco position peaked at $3.38M in Q4 2016.
  • 320 funds tracked by Wall St. Rank held Aimco as of Q3 2017.

Based on Sarasin & Partners's 13F filing for Q3 2017, filed 13 Nov 2017.