Winifred I. Li’s Aimco AIV Stock Holding History

Winifred I. Li’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
2014 Q4	$28K	Buy	5,713 +5,285	+1,235%	+$25.2K	0.03%	340
2014 Q3	$2K	Buy	+428	New	+$1.91K	﹤0.01%	390

Other funds holding AIV

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Winifred I. Li's AIV Position: Q4 2014 in Review

Winifred I. Li increased its Aimco (AIV) stake by 1,235% in Q4 2014, buying an estimated $25.2K and bringing the position to 5,713 shares worth $28K. The position accounts for 0.03% of the portfolio, ranked #340.

Winifred I. Li first reported a position in AIV in Q3 2014 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold AIV as of Q4 2014.

Winifred I. Li held 5,713 shares of Aimco worth $28K as of Q4 2014.
Winifred I. Li bought 5,285 Aimco shares in Q4 2014, an estimated $25.2K.
Aimco made up 0.03% of Winifred I. Li's portfolio in Q4 2014, its #340 holding.
Winifred I. Li first reported a position in Aimco in Q3 2014 and has held it in 2 quarters since.
317 funds tracked by Wall St. Rank held Aimco as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.