WAM
AIV

Wealthspire Advisors (Maryland)’s Aimco AIV Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-6,749
Closed -$45K – 501
2019
Q1 		$45K Sell
6,749
-150
-2% -$967 ﹤0.01% 929
2018
Q4 		$40K Buy
6,899
+38
+0.6% +$226 ﹤0.01% 947
2018
Q3 		$40K Hold
6,861
– – ﹤0.01% 1045
2018
Q2 		$39K Buy
6,861
+758
+12% +$4.12K ﹤0.01% 1069
2018
Q1 		$33K Buy
6,103
+143
+2% +$766 ﹤0.01% 1129
2017
Q4 		$35K Buy
5,960
+893
+18% +$5.26K ﹤0.01% 1140
2017
Q3 		$30K Buy
5,067
+158
+3% +$943 ﹤0.01% 1158
2017
Q2 		$28K Sell
4,909
-654
-12% -$3.81K ﹤0.01% 1140
2017
Q1 		$33K Buy
5,563
+181
+3% +$1.08K ﹤0.01% 923
2016
Q4 		$33K Buy
5,382
+405
+8% +$2.31K ﹤0.01% 875
2016
Q3 		$30K Sell
4,977
-173
-3% -$1.04K ﹤0.01% 926
2016
Q2 		$30K Sell
5,150
-22
-0.4% -$122 0.01% 863
2016
Q1 		$29K Sell
5,172
-330
-6% -$1.69K 0.01% 843
2015
Q4 		$29K Buy
+5,502
New +$28.3K 0.01% 847

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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AIV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Aimco (AIV) in Q2 2019, closing a stake of 6,749 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in AIV in Q4 2015 and held it in 14 quarters. The position peaked at $45K in Q1 2019. 363 funds tracked by Wall St. Rank hold AIV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Aimco position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,749 Aimco shares in Q2 2019, an estimated $45K.
  • Wealthspire Advisors (Maryland) first reported a position in Aimco in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Aimco position peaked at $45K in Q1 2019.
  • 363 funds tracked by Wall St. Rank held Aimco as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.