V
AIV

Veritable’s Aimco AIV Stock Holding History

Veritable’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
2020
Q3 		– Sell
-100,674
Closed -$505K – 739
2020
Q2 		$505K Sell
100,674
-5,998
-6% -$29.7K 0.01% 464
2020
Q1 		$499K Buy
106,672
+74,355
+230% +$476K 0.01% 451
2019
Q4 		$222K Buy
32,317
+1,464
+5% +$10.3K ﹤0.01% 758
2019
Q3 		$214K Buy
+30,853
New +$209K ﹤0.01% 747
2019
Q2 		– Sell
-32,910
Closed -$220K – 803
2019
Q1 		$220K Buy
+32,910
New +$212K ﹤0.01% 732
2016
Q4 		– Sell
-33,630
Closed -$206K – 737
2016
Q3 		$206K Buy
+33,630
New +$202K 0.01% 687
2015
Q2 		– Sell
-60,497
Closed -$317K – 744
2015
Q1 		$317K Buy
60,497
+225
+0.4% +$1.17K 0.01% 729
2014
Q4 		$298K Buy
60,272
+1,644
+3% +$7.83K 0.01% 745
2014
Q3 		$249K Hold
58,628
– – 0.01% 832
2014
Q2 		$252K Buy
58,628
+1,817
+3% +$7.52K 0.01% 812
2014
Q1 		$229K Sell
56,811
-2,801
-5% -$10.7K 0.01% 816
2013
Q4 		$206K Sell
59,612
-35,830
-38% -$129K ﹤0.01% 827
2013
Q3 		$355K Sell
95,442
-41,918
-31% -$163K 0.01% 671
2013
Q2 		$550K Buy
+137,360
New +$563K 0.01% 547

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 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