Simply Money Advisors’s Aimco AIV Stock Holding History

Simply Money 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
2013 Q3	–	Sell	-1,591	Closed	-$6K	–	128
2013 Q2	$6K	Buy	+1,591	New	+$6.51K	﹤0.01%	212

Other funds holding AIV

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Simply Money Advisors's AIV Position: Q3 2013 in Review

Simply Money Advisors sold out of Aimco (AIV) in Q3 2013, closing a stake of 1,591 shares — an estimated $6K sold.

Simply Money Advisors first reported a position in AIV in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 275 funds tracked by Wall St. Rank hold AIV as of Q3 2013.

Simply Money Advisors reported no remaining Aimco position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 1,591 Aimco shares in Q3 2013, an estimated $6K.
Simply Money Advisors first reported a position in Aimco in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Aimco position peaked at $6K in Q2 2013.
275 funds tracked by Wall St. Rank held Aimco as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.