WAM
AIV

Watermark Asset Management’s Aimco AIV Stock Holding History

Watermark Asset Management’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
-338
Closed -$2K – 238
2017
Q4 		$2K Hold
338
– – ﹤0.01% 219
2017
Q3 		$2K Hold
338
– – ﹤0.01% 210
2017
Q2 		$2K Hold
338
– – ﹤0.01% 217
2017
Q1 		$2K Buy
+338
New +$2.01K ﹤0.01% 211

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 $5.72T AUM 30.48% 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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Watermark Asset Management's AIV Position: Q1 2018 in Review

Watermark Asset Management sold out of Aimco (AIV) in Q1 2018, closing a stake of 338 shares — an estimated $2K sold.

Watermark Asset Management first reported a position in AIV in Q1 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2017. 327 funds tracked by Wall St. Rank hold AIV as of Q1 2018.

  • Watermark Asset Management reported no remaining Aimco position as of Q1 2018 after selling out during the quarter.
  • Watermark Asset Management sold 338 Aimco shares in Q1 2018, an estimated $2K.
  • Watermark Asset Management first reported a position in Aimco in Q1 2017 and held it in 4 quarters.
  • Watermark Asset Management's Aimco position peaked at $2K in Q4 2017.
  • 327 funds tracked by Wall St. Rank held Aimco as of Q1 2018.

Based on Watermark Asset Management's 13F filing for Q1 2018, filed 17 Apr 2018.