Summit Trail Advisors’s Aimco AIV Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-3,581	Closed	-$20K	–	452
2017 Q4	$20K	Buy	+3,581	New	+$21.1K	﹤0.01%	1037

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Trail Advisors's AIV Position: Q1 2018 in Review

Summit Trail Advisors sold out of Aimco (AIV) in Q1 2018, closing a stake of 3,581 shares — an estimated $20K sold.

Summit Trail Advisors first reported a position in AIV in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 327 funds tracked by Wall St. Rank hold AIV as of Q1 2018.

Summit Trail Advisors reported no remaining Aimco position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 3,581 Aimco shares in Q1 2018, an estimated $20K.
Summit Trail Advisors first reported a position in Aimco in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Aimco position peaked at $20K in Q4 2017.
327 funds tracked by Wall St. Rank held Aimco as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.