Evercore Wealth Management’s AvalonBay Communities AVB Stock Holding History

Evercore Wealth 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 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

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evercore Wealth Management's AVB Position: Q1 2018 in Review

Evercore Wealth Management sold out of AvalonBay Communities (AVB) in Q1 2018, closing a stake of 146 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in AVB in Q2 2013 and held it in 19 quarters. The position peaked at $51K in Q2 2015. 508 funds tracked by Wall St. Rank hold AVB as of Q1 2018.

Evercore Wealth Management reported no remaining AvalonBay Communities position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 146 AvalonBay Communities shares in Q1 2018, an estimated $26K.
Evercore Wealth Management first reported a position in AvalonBay Communities in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's AvalonBay Communities position peaked at $51K in Q2 2015.
508 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.