Luther King Capital Management (LKCM)
AVB

Luther King Capital Management (LKCM)’s AvalonBay Communities AVB Stock Holding History

Luther King Capital Management (LKCM)’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
Q3 		– Sell
-2,700
Closed -$364K – 671
2013
Q2 		$364K Buy
+2,700
New +$361K ﹤0.01% 584

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LBH
Lehman Brothers Holdings New York $794K AUM 28.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Luther King Capital Management (LKCM)'s AVB Position: Q3 2013 in Review

Luther King Capital Management (LKCM) sold out of AvalonBay Communities (AVB) in Q3 2013, closing a stake of 2,700 shares — an estimated $364K sold.

Luther King Capital Management (LKCM) first reported a position in AVB in Q2 2013 and held it in 1 quarter. The position peaked at $364K in Q2 2013. 381 funds tracked by Wall St. Rank hold AVB as of Q3 2013.

  • Luther King Capital Management (LKCM) reported no remaining AvalonBay Communities position as of Q3 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 2,700 AvalonBay Communities shares in Q3 2013, an estimated $364K.
  • Luther King Capital Management (LKCM) first reported a position in AvalonBay Communities in Q2 2013 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s AvalonBay Communities position peaked at $364K in Q2 2013.
  • 381 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2013, filed 13 Nov 2013.