First Western Capital Management’s AvalonBay Communities AVB Stock Holding History

First Western Capital 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
2016 Q2	–	Sell	-11,100	Closed	-$2.11M	–	99
2016 Q1	$2.11M	Buy	11,100 +475	+4%	+$83.9K	0.75%	58
2015 Q4	$1.96M	Sell	10,625 -2,370	-18%	-$424K	0.61%	70
2015 Q3	$2.27M	Buy	+12,995	New	+$2.2M	0.76%	61

Other funds holding AVB

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Western Capital Management's AVB Position: Q2 2016 in Review

First Western Capital Management sold out of AvalonBay Communities (AVB) in Q2 2016, closing a stake of 11,100 shares — an estimated $2.11M sold.

First Western Capital Management first reported a position in AVB in Q3 2015 and held it in 3 quarters. The position peaked at $2.27M in Q3 2015. 483 funds tracked by Wall St. Rank hold AVB as of Q2 2016.

First Western Capital Management reported no remaining AvalonBay Communities position as of Q2 2016 after selling out during the quarter.
First Western Capital Management sold 11,100 AvalonBay Communities shares in Q2 2016, an estimated $2.11M.
First Western Capital Management first reported a position in AvalonBay Communities in Q3 2015 and held it in 3 quarters.
First Western Capital Management's AvalonBay Communities position peaked at $2.27M in Q3 2015.
483 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2016.

Based on First Western Capital Management's 13F filing for Q2 2016, filed 12 Jul 2016.