Joel Isaacson & Co’s AvalonBay Communities AVB Stock Holding History

Joel Isaacson & Co’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	-369	Closed	-$47K	–	506
2013 Q3	$47K	Hold	369	–	–	0.02%	263
2013 Q2	$50K	Buy	+369	New	+$49.3K	0.02%	224

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

Joel Isaacson & Co's AVB Position: Q4 2013 in Review

Joel Isaacson & Co sold out of AvalonBay Communities (AVB) in Q4 2013, closing a stake of 369 shares — an estimated $47K sold.

Joel Isaacson & Co first reported a position in AVB in Q2 2013 and held it in 2 quarters. The position peaked at $50K in Q2 2013. 389 funds tracked by Wall St. Rank hold AVB as of Q4 2013.

Joel Isaacson & Co reported no remaining AvalonBay Communities position as of Q4 2013 after selling out during the quarter.
Joel Isaacson & Co sold 369 AvalonBay Communities shares in Q4 2013, an estimated $47K.
Joel Isaacson & Co first reported a position in AvalonBay Communities in Q2 2013 and held it in 2 quarters.
Joel Isaacson & Co's AvalonBay Communities position peaked at $50K in Q2 2013.
389 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2013.

Based on Joel Isaacson & Co's 13F filing for Q4 2013, filed 12 Feb 2014.