Integrated Wealth Counsel’s AvalonBay Communities AVB Stock Holding History

Integrated Wealth Counsel’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
2013 Q4	–	Sell	-500	Closed	-$63.5K	–	192
2013 Q3	$63.5K	Hold	500	–	–	0.05%	89
2013 Q2	$67K	Buy	+500	New	+$66.8K	0.05%	92

Other funds holding AVB

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAMU

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

BIT

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

LIMS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

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

Integrated Wealth Counsel's AVB Position: Q4 2013 in Review

Integrated Wealth Counsel sold out of AvalonBay Communities (AVB) in Q4 2013, closing a stake of 500 shares — an estimated $63.5K sold.

Integrated Wealth Counsel first reported a position in AVB in Q2 2013 and held it in 2 quarters. The position peaked at $67K in Q2 2013. 389 funds tracked by Wall St. Rank hold AVB as of Q4 2013.

Integrated Wealth Counsel reported no remaining AvalonBay Communities position as of Q4 2013 after selling out during the quarter.
Integrated Wealth Counsel sold 500 AvalonBay Communities shares in Q4 2013, an estimated $63.5K.
Integrated Wealth Counsel first reported a position in AvalonBay Communities in Q2 2013 and held it in 2 quarters.
Integrated Wealth Counsel's AvalonBay Communities position peaked at $67K in Q2 2013.
389 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2013.

Based on Integrated Wealth Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.