SFPIA
AIV

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

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return