Gupta Wealth Management’s AvalonBay Communities AVB Stock Holding History

Gupta 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
2016 Q1	$35K	Hold	185	–	–	0.01%	513
2015 Q4	$34K	Hold	185	–	–	0.01%	516
2015 Q3	$32K	Hold	185	–	–	0.01%	546
2015 Q2	$30K	Buy	185 +173	+1,442%	+$28.8K	0.01%	628
2015 Q1	$2K	Buy	+12	New	+$2.07K	﹤0.01%	990

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 $1.81T AUM 41.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $14.3B AUM 16.79% 1-Year Est. Return

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's AVB Position: Q1 2016 in Review

Gupta Wealth Management held its AvalonBay Communities (AVB) position steady in Q1 2016 at 185 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #513.

Gupta Wealth Management first reported a position in AVB in Q1 2015 and has held it in 5 quarters since. 462 funds tracked by Wall St. Rank hold AVB as of Q1 2016.

Gupta Wealth Management held 185 shares of AvalonBay Communities worth $35K as of Q1 2016.
Gupta Wealth Management left its AvalonBay Communities share count unchanged in Q1 2016.
AvalonBay Communities made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #513 holding.
Gupta Wealth Management first reported a position in AvalonBay Communities in Q1 2015 and has held it in 5 quarters since.
462 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.