WAM
AIV

World Asset Management’s Aimco AIV Stock Holding History

World Asset Management’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
2020
Q2 		– Sell
-47,203
Closed -$221K – 776
2020
Q1 		$221K Sell
47,203
-22,700
-32% -$145K 0.02% 726
2019
Q4 		$481K Sell
69,903
-8,438
-11% -$59.6K 0.02% 606
2019
Q3 		$544K Sell
78,341
-143
-0.2% -$968 0.03% 579
2019
Q2 		$524K Sell
78,484
-262
-0.3% -$1.75K 0.03% 616
2019
Q1 		$528K Sell
78,746
-1,622
-2% -$10.5K 0.03% 617
2018
Q4 		$470K Sell
80,368
-3,025
-4% -$18K 0.03% 589
2018
Q3 		$490K Sell
83,393
-435
-0.5% -$2.5K 0.02% 717
2018
Q2 		$472K Buy
83,828
+585
+0.7% +$3.18K 0.02% 727
2018
Q1 		$452K Sell
83,243
-26,034
-24% -$139K 0.02% 815
2017
Q4 		$636K Sell
109,277
-8,662
-7% -$51K 0.02% 775
2017
Q3 		$689K Sell
117,939
-586
-0.5% -$3.5K 0.02% 750
2017
Q2 		$678K Sell
118,525
-14,856
-11% -$86.6K 0.02% 735
2017
Q1 		$788K Buy
133,381
+11,365
+9% +$67.7K 0.03% 685
2016
Q4 		$739K Sell
122,016
-20,808
-15% -$119K 0.03% 666
2016
Q3 		$873K Buy
142,824
+2,544
+2% +$15.3K 0.03% 637
2016
Q2 		$825K Buy
140,280
+2,102
+2% +$11.6K 0.03% 619
2016
Q1 		$770K Sell
138,178
-12,341
-8% -$63.2K 0.03% 635
2015
Q4 		$802K Buy
150,519
+15,306
+11% +$78.8K 0.03% 611
2015
Q3 		$666K Buy
135,213
+20,734
+18% +$105K 0.03% 648
2015
Q2 		$563K Sell
114,479
-22,941
-17% -$116K 0.02% 717
2015
Q1 		$721K Buy
137,420
+6,073
+5% +$31.6K 0.02% 693
2014
Q4 		$650K Sell
131,347
-28,946
-18% -$138K 0.02% 734
2014
Q3 		$680K Sell
160,293
-12,153
-7% -$54.1K 0.02% 750
2014
Q2 		$741K Sell
172,446
-2,553
-1% -$10.6K 0.02% 743
2014
Q1 		$704K Sell
174,999
-21,829
-11% -$83.7K 0.02% 750
2013
Q4 		$680K Sell
196,828
-22,588
-10% -$81K 0.02% 810
2013
Q3 		$816K Sell
219,416
-16,988
-7% -$66K 0.02% 785
2013
Q2 		$946K Buy
+236,404
New +$968K 0.02% 749

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 $63.2B AUM 17.15% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

World Asset Management's AIV Position: Q2 2020 in Review

World Asset Management sold out of Aimco (AIV) in Q2 2020, closing a stake of 47,203 shares — an estimated $221K sold.

World Asset Management first reported a position in AIV in Q2 2013 and held it in 28 quarters. The position peaked at $946K in Q2 2013. 331 funds tracked by Wall St. Rank hold AIV as of Q2 2020.

  • World Asset Management reported no remaining Aimco position as of Q2 2020 after selling out during the quarter.
  • World Asset Management sold 47,203 Aimco shares in Q2 2020, an estimated $221K.
  • World Asset Management first reported a position in Aimco in Q2 2013 and held it in 28 quarters.
  • World Asset Management's Aimco position peaked at $946K in Q2 2013.
  • 331 funds tracked by Wall St. Rank held Aimco as of Q2 2020.

Based on World Asset Management's 13F filing for Q2 2020, filed 24 Jul 2020.