KA
AVB icon

Klingman & Associates’s AvalonBay Communities AVB Stock Holding History

Klingman & Associates’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 		– Sell
-1,600
Closed -$295K – 384
2015
Q4 		$295K Hold
1,600
– – 0.11% 85
2015
Q3 		$279K Buy
+1,600
New +$271K 0.11% 86

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Klingman & Associates's AVB Position: Q1 2016 in Review

Klingman & Associates sold out of AvalonBay Communities (AVB) in Q1 2016, closing a stake of 1,600 shares — an estimated $295K sold.

Klingman & Associates first reported a position in AVB in Q3 2015 and held it in 2 quarters. The position peaked at $295K in Q4 2015. 462 funds tracked by Wall St. Rank hold AVB as of Q1 2016.

  • Klingman & Associates reported no remaining AvalonBay Communities position as of Q1 2016 after selling out during the quarter.
  • Klingman & Associates sold 1,600 AvalonBay Communities shares in Q1 2016, an estimated $295K.
  • Klingman & Associates first reported a position in AvalonBay Communities in Q3 2015 and held it in 2 quarters.
  • Klingman & Associates's AvalonBay Communities position peaked at $295K in Q4 2015.
  • 462 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2016.

Based on Klingman & Associates's 13F filing for Q1 2016, filed 18 Apr 2016.