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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's AIV Position: Q3 2019 in Review

USA Financial Formulas sold out of Aimco (AIV) in Q3 2019, closing a stake of 8,280 shares — an estimated $55K sold.

USA Financial Formulas first reported a position in AIV in Q4 2014 and held it in 4 quarters. The position peaked at $2.63M in Q3 2016. 364 funds tracked by Wall St. Rank hold AIV as of Q3 2019.

  • USA Financial Formulas reported no remaining Aimco position as of Q3 2019 after selling out during the quarter.
  • USA Financial Formulas sold 8,280 Aimco shares in Q3 2019, an estimated $55K.
  • USA Financial Formulas first reported a position in Aimco in Q4 2014 and held it in 4 quarters.
  • USA Financial Formulas's Aimco position peaked at $2.63M in Q3 2016.
  • 364 funds tracked by Wall St. Rank held Aimco as of Q3 2019.

Based on USA Financial Formulas's 13F filing for Q3 2019, filed 14 Nov 2019.