WA
AIV

WFG Advisors’s Aimco AIV Stock Holding History

WFG Advisors’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
2017
Q2 		$34K Buy
+6,005
New +$35K 0.01% 800
2015
Q2 		– Sell
-3,881
Closed -$20K – 1657
2015
Q1 		$20K Buy
3,881
+3,446
+792% +$17.9K 0.01% 980
2014
Q4 		$2K Sell
435
-23
-5% -$109 ﹤0.01% 1822
2014
Q3 		$2K Buy
458
+338
+282% +$1.5K ﹤0.01% 1840
2014
Q2 		$1K Hold
120
– – ﹤0.01% 1878
2014
Q1 		$0 Hold
120
– – ﹤0.01% 1983
2013
Q4 		$0 Hold
120
– – ﹤0.01% 2215
2013
Q3 		$0 Hold
120
– – ﹤0.01% 2143
2013
Q2 		$0 Buy
+120
New +$491 ﹤0.01% 2076

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

WFG Advisors's AIV Position: Q2 2017 in Review

WFG Advisors opened a new position in Aimco (AIV) in Q2 2017: 6,005 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: WFG Advisors previously reported a position in AIV as recently as Q1 2015.

WFG Advisors first reported a position in AIV in Q2 2013 and has held it in 9 quarters since. 342 funds tracked by Wall St. Rank hold AIV as of Q2 2017.

  • WFG Advisors held 6,005 shares of Aimco worth $34K as of Q2 2017.
  • Aimco was a new WFG Advisors position in Q2 2017.
  • Aimco made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #800 holding.
  • WFG Advisors first reported a position in Aimco in Q2 2013 and has held it in 9 quarters since.
  • 342 funds tracked by Wall St. Rank held Aimco as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.