AR
AVB icon

Advisory Research’s AvalonBay Communities AVB Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-534
Closed -$70K – 355
2014
Q1 		$70K Buy
+534
New +$67.3K ﹤0.01% 491

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's AVB Position: Q2 2014 in Review

Advisory Research sold out of AvalonBay Communities (AVB) in Q2 2014, closing a stake of 534 shares — an estimated $70K sold.

Advisory Research first reported a position in AVB in Q1 2014 and held it in 1 quarter. The position peaked at $70K in Q1 2014. 393 funds tracked by Wall St. Rank hold AVB as of Q2 2014.

  • Advisory Research reported no remaining AvalonBay Communities position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 534 AvalonBay Communities shares in Q2 2014, an estimated $70K.
  • Advisory Research first reported a position in AvalonBay Communities in Q1 2014 and held it in 1 quarter.
  • Advisory Research's AvalonBay Communities position peaked at $70K in Q1 2014.
  • 393 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.