Evercore Wealth Management’s AvalonBay Communities AVB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-146	Closed	-$26K	–	386
2017 Q4	$26K	Hold	146	–	–	﹤0.01%	677
2017 Q3	$26K	Hold	146	–	–	﹤0.01%	657
2017 Q2	$28K	Hold	146	–	–	﹤0.01%	659
2017 Q1	$27K	Sell	146 -7	-5%	-$1.26K	﹤0.01%	703
2016 Q4	$27K	Buy	153 +7	+5%	+$1.18K	﹤0.01%	711
2016 Q3	$26K	Hold	146	–	–	﹤0.01%	726
2016 Q2	$26K	Hold	146	–	–	﹤0.01%	707
2016 Q1	$28K	Sell	146 -125	-46%	-$22.1K	﹤0.01%	670
2015 Q4	$50K	Hold	271	–	–	﹤0.01%	597
2015 Q3	$48K	Sell	271 -44	-14%	-$7.45K	﹤0.01%	591
2015 Q2	$51K	Buy	315 +44	+16%	+$7.33K	﹤0.01%	631
2015 Q1	$48K	Hold	271	–	–	﹤0.01%	632
2014 Q4	$44K	Hold	271	–	–	﹤0.01%	564
2014 Q3	$39K	Hold	271	–	–	﹤0.01%	645
2014 Q2	$39K	Buy	271 +125	+86%	+$17.3K	﹤0.01%	643
2014 Q1	$18K	Hold	146	–	–	﹤0.01%	754
2013 Q4	$17K	Sell	146 -8	-5%	-$986	﹤0.01%	700
2013 Q3	$19K	Buy	154 +8	+5%	+$1.05K	﹤0.01%	691
2013 Q2	$21K	Buy	+146	New	+$19.5K	﹤0.01%	652