KJWM
AVB

Kiley Juergens Wealth Management’s AvalonBay Communities AVB Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-66
Closed -$11K – 85
2018
Q3 		$11K Hold
66
– – 0.01% 446
2018
Q2 		$11K Buy
+66
New +$10.9K 0.01% 415
2018
Q1 		– Sell
-66
Closed -$11K – 123
2017
Q4 		$11K Buy
+66
New +$12K 0.01% 441

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kiley Juergens Wealth Management's AVB Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of AvalonBay Communities (AVB) in Q4 2018, closing a stake of 66 shares — an estimated $11K sold.

Kiley Juergens Wealth Management first reported a position in AVB in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 552 funds tracked by Wall St. Rank hold AVB as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining AvalonBay Communities position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 66 AvalonBay Communities shares in Q4 2018, an estimated $11K.
  • Kiley Juergens Wealth Management first reported a position in AvalonBay Communities in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's AvalonBay Communities position peaked at $11K in Q3 2018.
  • 552 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.