Stevens First Principles Investment Advisors’s Aimco AIV Stock Holding History

Stevens First Principles Investment 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
2015 Q4	–	Sell	-450	Closed	-$2K	–	175
2015 Q3	$2K	Hold	450	–	–	﹤0.01%	180
2015 Q2	$2K	Hold	450	–	–	﹤0.01%	215
2015 Q1	$2K	Hold	450	–	–	﹤0.01%	204
2014 Q4	$2K	Hold	450	–	–	﹤0.01%	207
2014 Q3	$2K	Hold	450	–	–	﹤0.01%	223
2014 Q2	$2K	Hold	450	–	–	﹤0.01%	209
2014 Q1	$2K	Hold	450	–	–	﹤0.01%	193
2013 Q4	$2K	Hold	450	–	–	﹤0.01%	205
2013 Q3	$2K	Hold	450	–	–	﹤0.01%	203
2013 Q2	$2K	Buy	+450	New	+$1.84K	﹤0.01%	205

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BIT

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stevens First Principles Investment Advisors's AIV Position: Q4 2015 in Review

Stevens First Principles Investment Advisors sold out of Aimco (AIV) in Q4 2015, closing a stake of 450 shares — an estimated $2K sold.

Stevens First Principles Investment Advisors first reported a position in AIV in Q2 2013 and held it in 10 quarters. The position peaked at $2K in Q3 2015. 301 funds tracked by Wall St. Rank hold AIV as of Q4 2015.

Stevens First Principles Investment Advisors reported no remaining Aimco position as of Q4 2015 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 450 Aimco shares in Q4 2015, an estimated $2K.
Stevens First Principles Investment Advisors first reported a position in Aimco in Q2 2013 and held it in 10 quarters.
Stevens First Principles Investment Advisors's Aimco position peaked at $2K in Q3 2015.
301 funds tracked by Wall St. Rank held Aimco as of Q4 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.