SCM
AIV

Shelton Capital Management’s Aimco AIV Stock Holding History

Shelton Capital Management’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
-42,939
Closed -$246K – 834
2017
Q2 		$246K Sell
42,939
-11,260
-21% -$65.7K 0.02% 697
2017
Q1 		$320K Sell
54,199
-6,381
-11% -$38K 0.02% 544
2016
Q4 		$367K Buy
+60,580
New +$346K 0.03% 511

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

Shelton Capital Management's AIV Position: Q3 2017 in Review

Shelton Capital Management sold out of Aimco (AIV) in Q3 2017, closing a stake of 42,939 shares — an estimated $246K sold.

Shelton Capital Management first reported a position in AIV in Q4 2016 and held it in 3 quarters. The position peaked at $367K in Q4 2016. 320 funds tracked by Wall St. Rank hold AIV as of Q3 2017.

  • Shelton Capital Management reported no remaining Aimco position as of Q3 2017 after selling out during the quarter.
  • Shelton Capital Management sold 42,939 Aimco shares in Q3 2017, an estimated $246K.
  • Shelton Capital Management first reported a position in Aimco in Q4 2016 and held it in 3 quarters.
  • Shelton Capital Management's Aimco position peaked at $367K in Q4 2016.
  • 320 funds tracked by Wall St. Rank held Aimco as of Q3 2017.

Based on Shelton Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.