LWA
AVB

Lenox Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Lenox Wealth Advisors’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
Q3 		– Sell
-4
Closed -$1K – 415
2018
Q2 		$1K Buy
+4
New +$661 ﹤0.01% 499
2015
Q4 		– Sell
-47
Closed -$8K – 500
2015
Q3 		$8K Hold
47
– – ﹤0.01% 200
2015
Q2 		$8K Hold
47
– – ﹤0.01% 157
2015
Q1 		$8K Hold
47
– – ﹤0.01% 175
2014
Q4 		$8K Sell
47
-47
-50% -$7.37K ﹤0.01% 182
2014
Q3 		$13K Hold
94
– – 0.01% 160
2014
Q2 		$13K Buy
94
+47
+100% +$6.5K 0.01% 134
2014
Q1 		$6K Sell
47
-22
-32% -$2.77K ﹤0.01% 154
2013
Q4 		$8K Buy
+69
New +$8.5K 0.01% 184

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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

Lenox Wealth Advisors's AVB Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of AvalonBay Communities (AVB) in Q3 2018, closing a stake of 4 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in AVB in Q4 2013 and held it in 9 quarters. The position peaked at $13K in Q3 2014. 517 funds tracked by Wall St. Rank hold AVB as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining AvalonBay Communities position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 4 AvalonBay Communities shares in Q3 2018, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in AvalonBay Communities in Q4 2013 and held it in 9 quarters.
  • Lenox Wealth Advisors's AvalonBay Communities position peaked at $13K in Q3 2014.
  • 517 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.