Gideon Capital Advisors’s AvalonBay Communities AVB Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-2,603	Closed	-$546K	–	17
2019 Q4	$546K	Buy	+2,603	New	+$558K	0.19%	163
2018 Q1	–	Sell	-2,029	Closed	-$362K	–	342
2017 Q4	$362K	Buy	+2,029	New	+$368K	0.32%	104
2016 Q3	–	Sell	-12,370	Closed	-$2.23M	–	187
2016 Q2	$2.23M	Buy	12,370 +9,422	+320%	+$1.7M	1.3%	18
2016 Q1	$561K	Buy	+2,948	New	+$521K	0.7%	52
2014 Q3	–	Sell	-2,401	Closed	-$341K	–	267
2014 Q2	$341K	Buy	+2,401	New	+$332K	0.12%	188
2014 Q1	–	Sell	-8,712	Closed	-$1.03M	–	204
2013 Q4	$1.03M	Buy	+8,712	New	+$1.07M	0.61%	61

Other funds holding AVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Gideon Capital Advisors's AVB Position: Q1 2020 in Review

Gideon Capital Advisors sold out of AvalonBay Communities (AVB) in Q1 2020, closing a stake of 2,603 shares — an estimated $546K sold.

Gideon Capital Advisors first reported a position in AVB in Q4 2013 and held it in 6 quarters. The position peaked at $2.23M in Q2 2016. 563 funds tracked by Wall St. Rank hold AVB as of Q1 2020.

Gideon Capital Advisors reported no remaining AvalonBay Communities position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 2,603 AvalonBay Communities shares in Q1 2020, an estimated $546K.
Gideon Capital Advisors first reported a position in AvalonBay Communities in Q4 2013 and held it in 6 quarters.
Gideon Capital Advisors's AvalonBay Communities position peaked at $2.23M in Q2 2016.
563 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.