T
AIV

TradeWorx’s Aimco AIV Stock Holding History

TradeWorx’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
Q4 		– Sell
-298,463
Closed -$1.11M – 476
2013
Q3 		$1.11M Buy
+298,463
New +$1.16M 0.51% 39

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 $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
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
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

TradeWorx's AIV Position: Q4 2013 in Review

TradeWorx sold out of Aimco (AIV) in Q4 2013, closing a stake of 298,463 shares — an estimated $1.11M sold.

TradeWorx first reported a position in AIV in Q3 2013 and held it in 1 quarter. The position peaked at $1.11M in Q3 2013. 279 funds tracked by Wall St. Rank hold AIV as of Q4 2013.

  • TradeWorx reported no remaining Aimco position as of Q4 2013 after selling out during the quarter.
  • TradeWorx sold 298,463 Aimco shares in Q4 2013, an estimated $1.11M.
  • TradeWorx first reported a position in Aimco in Q3 2013 and held it in 1 quarter.
  • TradeWorx's Aimco position peaked at $1.11M in Q3 2013.
  • 279 funds tracked by Wall St. Rank held Aimco as of Q4 2013.

Based on TradeWorx's 13F filing for Q4 2013, filed 18 Feb 2014.