WEC
AIV

Winslow Evans & Crocker’s Aimco AIV Stock Holding History

Winslow Evans & Crocker’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
-6,381
Closed -$44K – 1139
2019
Q1 		$44K Hold
6,381
– – 0.01% 518
2018
Q4 		$38K Hold
6,381
– – 0.01% 506
2018
Q3 		$38K Hold
6,381
– – 0.01% 532
2018
Q2 		$36K Hold
6,381
– – 0.01% 554
2018
Q1 		$34.6K Hold
6,381
– – 0.01% 555
2017
Q4 		$37.2K Hold
6,381
– – 0.01% 545
2017
Q3 		$37.3K Hold
6,381
– – 0.01% 541
2017
Q2 		$36.5K Hold
6,381
– – 0.01% 623
2017
Q1 		$37.7K Hold
6,381
– – 0.01% 596
2016
Q4 		$38.6K Buy
6,381
+2,628
+70% +$15K 0.01% 591
2016
Q3 		$23K Buy
+3,753
New +$22.6K 0.01% 703

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return