Nelson Capital Management’s AvalonBay Communities AVB Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-409	Closed	-$88K	–	113
2019 Q3	$88K	Hold	409	–	–	0.02%	120
2019 Q2	$83K	Hold	409	–	–	0.02%	123
2019 Q1	$82K	Hold	409	–	–	0.02%	111
2018 Q4	$71K	Hold	409	–	–	0.02%	115
2018 Q3	$74K	Hold	409	–	–	0.02%	114
2018 Q2	$70K	Sell	409 -30	-7%	-$4.96K	0.02%	114
2018 Q1	$72K	Hold	439	–	–	0.02%	118
2017 Q4	$78K	Hold	439	–	–	0.02%	113
2017 Q3	$78K	Hold	439	–	–	0.03%	109
2017 Q2	$84K	Hold	439	–	–	0.03%	108
2017 Q1	$81K	Hold	439	–	–	0.03%	110
2016 Q4	$78K	Sell	439 -8	-2%	-$1.35K	0.03%	107
2016 Q3	$79K	Hold	447	–	–	0.03%	107
2016 Q2	$81K	Buy	+447	New	+$80.5K	0.03%	97

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nelson Capital Management's AVB Position: Q4 2019 in Review

Nelson Capital Management sold out of AvalonBay Communities (AVB) in Q4 2019, closing a stake of 409 shares — an estimated $88K sold.

Nelson Capital Management first reported a position in AVB in Q2 2016 and held it in 14 quarters. The position peaked at $88K in Q3 2019. 593 funds tracked by Wall St. Rank hold AVB as of Q4 2019.

Nelson Capital Management reported no remaining AvalonBay Communities position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 409 AvalonBay Communities shares in Q4 2019, an estimated $88K.
Nelson Capital Management first reported a position in AvalonBay Communities in Q2 2016 and held it in 14 quarters.
Nelson Capital Management's AvalonBay Communities position peaked at $88K in Q3 2019.
593 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.