SGI
AIV

Summit Global Investments’s Aimco AIV Stock Holding History

Summit Global Investments’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
2018
Q1 		– Sell
-111,581
Closed -$650K – 265
2017
Q4 		$650K Sell
111,581
-86,013
-44% -$506K 0.1% 129
2017
Q3 		$1.15M Buy
197,594
+97,836
+98% +$584K 0.18% 81
2017
Q2 		$571K Buy
99,758
+25,516
+34% +$149K 0.17% 117
2017
Q1 		$439K Hold
74,242
– – 0.14% 165
2016
Q4 		$450K Buy
+74,242
New +$424K 0.16% 136

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Summit Global Investments's AIV Position: Q1 2018 in Review

Summit Global Investments sold out of Aimco (AIV) in Q1 2018, closing a stake of 111,581 shares — an estimated $650K sold.

Summit Global Investments first reported a position in AIV in Q4 2016 and held it in 5 quarters. The position peaked at $1.15M in Q3 2017. 327 funds tracked by Wall St. Rank hold AIV as of Q1 2018.

  • Summit Global Investments reported no remaining Aimco position as of Q1 2018 after selling out during the quarter.
  • Summit Global Investments sold 111,581 Aimco shares in Q1 2018, an estimated $650K.
  • Summit Global Investments first reported a position in Aimco in Q4 2016 and held it in 5 quarters.
  • Summit Global Investments's Aimco position peaked at $1.15M in Q3 2017.
  • 327 funds tracked by Wall St. Rank held Aimco as of Q1 2018.

Based on Summit Global Investments's 13F filing for Q1 2018, filed 3 May 2018.