AIM
AVB

Advantage Investment Management’s AvalonBay Communities AVB Stock Holding History

Advantage Investment Management’s Portfolio AVB Stock Details AVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-213
Closed -$37K – 1009
2018
Q2 		$37K Hold
213
– – 0.03% 415
2018
Q1 		$35K Hold
213
– – 0.01% 446
2017
Q4 		$38K Sell
213
-9
-4% -$1.63K 0.01% 453
2017
Q3 		$40K Sell
222
-37
-14% -$6.93K 0.01% 436
2017
Q2 		$50K Buy
259
+42
+19% +$8.03K 0.02% 368
2017
Q1 		$40K Buy
+217
New +$38.9K 0.02% 390

Other funds holding AVB

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advantage Investment Management's AVB Position: Q3 2018 in Review

Advantage Investment Management sold out of AvalonBay Communities (AVB) in Q3 2018, closing a stake of 213 shares — an estimated $37K sold.

Advantage Investment Management first reported a position in AVB in Q1 2017 and held it in 6 quarters. The position peaked at $50K in Q2 2017. 517 funds tracked by Wall St. Rank hold AVB as of Q3 2018.

  • Advantage Investment Management reported no remaining AvalonBay Communities position as of Q3 2018 after selling out during the quarter.
  • Advantage Investment Management sold 213 AvalonBay Communities shares in Q3 2018, an estimated $37K.
  • Advantage Investment Management first reported a position in AvalonBay Communities in Q1 2017 and held it in 6 quarters.
  • Advantage Investment Management's AvalonBay Communities position peaked at $50K in Q2 2017.
  • 517 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.