W
AIV

Wealthfront’s Aimco AIV Stock Holding History

Wealthfront’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
Q3 		$498K Buy
84,707
+9,669
+13% +$55.7K ﹤0.01% 379
2018
Q2 		$423K Sell
75,038
-55,701
-43% -$303K ﹤0.01% 389
2018
Q1 		$710K Buy
130,739
+30,403
+30% +$163K 0.01% 325
2017
Q4 		$584K Buy
100,336
+1,561
+2% +$9.19K 0.01% 328
2017
Q3 		$577K Buy
98,775
+40,582
+70% +$242K 0.01% 298
2017
Q2 		$333K Buy
+58,193
New +$339K 0.01% 362
2015
Q4 		– Sell
-13,985
Closed -$69K – 318
2015
Q3 		$69K Sell
13,985
-526
-4% -$2.66K ﹤0.01% 467
2015
Q2 		$71K Buy
14,511
+1,179
+9% +$5.96K ﹤0.01% 461
2015
Q1 		$70K Buy
13,332
+2,672
+25% +$13.9K ﹤0.01% 445
2014
Q4 		$53K Buy
10,660
+1,066
+11% +$5.07K ﹤0.01% 469
2014
Q3 		$41K Buy
9,594
+2,117
+28% +$9.43K ﹤0.01% 437
2014
Q2 		$32K Buy
7,477
+2,462
+49% +$10.2K ﹤0.01% 436
2014
Q1 		$20K Buy
+5,015
New +$19.2K ﹤0.01% 432

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
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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's AIV Position: Q3 2018 in Review

Wealthfront increased its Aimco (AIV) stake by 13% in Q3 2018, buying an estimated $55.7K and bringing the position to 84,707 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Wealthfront first reported a position in AIV in Q1 2014 and has held it in 13 quarters since. The position peaked at $710K in Q1 2018. 330 funds tracked by Wall St. Rank hold AIV as of Q3 2018.

  • Wealthfront held 84,707 shares of Aimco worth $498K as of Q3 2018.
  • Wealthfront bought 9,669 Aimco shares in Q3 2018, an estimated $55.7K.
  • Aimco made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #379 holding.
  • Wealthfront first reported a position in Aimco in Q1 2014 and has held it in 13 quarters since.
  • Wealthfront's Aimco position peaked at $710K in Q1 2018.
  • 330 funds tracked by Wall St. Rank held Aimco as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.