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Elkhorn Investments’s AvalonBay Communities AVB Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.78M Buy
10,051
+3,902
+63% +$708K 0.93% 82
2017
Q3 		$1.1M Buy
6,149
+428
+7% +$80.2K 0.82% 98
2017
Q2 		$1.07M Sell
5,721
-160
-3% -$30.6K 0.84% 97
2017
Q1 		$1.08M Buy
+5,881
New +$1.06M 0.89% 89

Other funds holding AVB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elkhorn Investments's AVB Position: Q4 2017 in Review

Elkhorn Investments increased its AvalonBay Communities (AVB) stake by 63% in Q4 2017, buying an estimated $708K and bringing the position to 10,051 shares worth $1.78M. The position accounts for 0.93% of the portfolio, ranked #82.

Elkhorn Investments first reported a position in AVB in Q1 2017 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold AVB as of Q4 2017.

  • Elkhorn Investments held 10,051 shares of AvalonBay Communities worth $1.78M as of Q4 2017.
  • Elkhorn Investments bought 3,902 AvalonBay Communities shares in Q4 2017, an estimated $708K.
  • AvalonBay Communities made up 0.93% of Elkhorn Investments's portfolio in Q4 2017, its #82 holding.
  • Elkhorn Investments first reported a position in AvalonBay Communities in Q1 2017 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.