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Avalon Investment & Advisory’s SBA Communications SBAC Stock Holding History

Avalon Investment & Advisory’s Portfolio SBAC Stock Details SBAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,595
Closed -$1.64M – 355
2018
Q1 		$1.64M Buy
9,595
+906
+10% +$150K 0.05% 227
2017
Q4 		$1.42M Buy
8,689
+289
+3% +$45.9K 0.04% 231
2017
Q3 		$1.21M Sell
8,400
-66
-0.8% -$9.4K 0.04% 232
2017
Q2 		$1.14M Buy
+8,466
New +$1.1M 0.04% 242
2016
Q4 		– Sell
-14,944
Closed -$1.68M – 348
2016
Q3 		$1.68M Buy
+14,944
New +$1.69M 0.06% 166

Other funds holding SBAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avalon Investment & Advisory's SBAC Position: Q2 2018 in Review

Avalon Investment & Advisory sold out of SBA Communications (SBAC) in Q2 2018, closing a stake of 9,595 shares — an estimated $1.64M sold.

Avalon Investment & Advisory first reported a position in SBAC in Q3 2016 and held it in 5 quarters. The position peaked at $1.68M in Q3 2016. 494 funds tracked by Wall St. Rank hold SBAC as of Q2 2018.

  • Avalon Investment & Advisory reported no remaining SBA Communications position as of Q2 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 9,595 SBA Communications shares in Q2 2018, an estimated $1.64M.
  • Avalon Investment & Advisory first reported a position in SBA Communications in Q3 2016 and held it in 5 quarters.
  • Avalon Investment & Advisory's SBA Communications position peaked at $1.68M in Q3 2016.
  • 494 funds tracked by Wall St. Rank held SBA Communications as of Q2 2018.

Based on Avalon Investment & Advisory's 13F filing for Q2 2018, filed 14 Aug 2018.