Shine Investment Advisory Services’s Aimco AIV Stock Holding History

Shine Investment Advisory Services’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	$376K	Hold	83,618	–	–	0.13%	82
2020 Q2	$419K	Hold	83,618	–	–	0.15%	76
2020 Q1	$392K	Buy	83,618 +24,021	+40%	+$154K	0.18%	71
2019 Q4	$410K	Hold	59,597	–	–	0.16%	77
2019 Q3	$414K	Buy	+59,597	New	+$404K	0.2%	69
2019 Q2	–	Hold	0	–	–	–	71
2019 Q1	–	Hold	0	–	–	–	74
2018 Q4	–	Hold	0	–	–	–	102
2018 Q3	–	Sell	-35,207	Closed	-$203K	–	102
2018 Q2	$198K	Buy	+35,207	New	+$191K	0.1%	106
2018 Q1	–	Hold	0	–	–	–	179
2017 Q4	–	Hold	0	–	–	–	172
2017 Q3	–	Hold	0	–	–	–	167
2017 Q2	–	Hold	0	–	–	–	158

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

Shine Investment Advisory Services's AIV Position: Q3 2020 in Review

Shine Investment Advisory Services held its Aimco (AIV) position steady in Q3 2020 at 83,618 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #82.

Shine Investment Advisory Services first reported a position in AIV in Q2 2018 and has held it in 6 quarters since. The position peaked at $419K in Q2 2020. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

Shine Investment Advisory Services held 83,618 shares of Aimco worth $376K as of Q3 2020.
Shine Investment Advisory Services left its Aimco share count unchanged in Q3 2020.
Aimco made up 0.13% of Shine Investment Advisory Services's portfolio in Q3 2020, its #82 holding.
Shine Investment Advisory Services first reported a position in Aimco in Q2 2018 and has held it in 6 quarters since.
Shine Investment Advisory Services's Aimco position peaked at $419K in Q2 2020.
315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.