UFF
AIV

USA Financial Formulas’s Aimco AIV Stock Holding History

USA Financial Formulas’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
2019
Q3 		– Sell
-8,280
Closed -$55K – 208
2019
Q2 		$55K Buy
8,280
+1,974
+31% +$13.2K 0.03% 110
2019
Q1 		$42K Buy
+6,306
New +$40.7K 0.03% 111
2016
Q4 		– Sell
-429,644
Closed -$2.63M – 243
2016
Q3 		$2.63M Buy
+429,644
New +$2.59M 0.67% 52
2015
Q1 		– Sell
-300,077
Closed -$1.49M – 180
2014
Q4 		$1.49M Buy
+300,077
New +$1.43M 0.51% 72

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return