Independent Portfolio Consultants’s AvalonBay Communities AVB Stock Holding History

Independent Portfolio Consultants’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
2015 Q2	–	Sell	-14	Closed	-$2K	–	875
2015 Q1	$2K	Buy	+14	New	+$2.42K	﹤0.01%	846
2013 Q4	–	Sell	-2,945	Closed	-$374K	–	448
2013 Q3	$374K	Sell	2,945 -40	-1%	-$5.28K	0.15%	296
2013 Q2	$403K	Buy	+2,985	New	+$399K	0.18%	239

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAMU

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Independent Portfolio Consultants's AVB Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of AvalonBay Communities (AVB) in Q2 2015, closing a stake of 14 shares — an estimated $2K sold.

Independent Portfolio Consultants first reported a position in AVB in Q2 2013 and held it in 3 quarters. The position peaked at $403K in Q2 2013. 431 funds tracked by Wall St. Rank hold AVB as of Q2 2015.

Independent Portfolio Consultants reported no remaining AvalonBay Communities position as of Q2 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 14 AvalonBay Communities shares in Q2 2015, an estimated $2K.
Independent Portfolio Consultants first reported a position in AvalonBay Communities in Q2 2013 and held it in 3 quarters.
Independent Portfolio Consultants's AvalonBay Communities position peaked at $403K in Q2 2013.
431 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.