Partnervest Advisory Services’s AvalonBay Communities AVB Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-82	Closed	-$12K	–	198
2014 Q2	$12K	Sell	82 -9	-10%	-$1.24K	0.01%	650
2014 Q1	$12K	Sell	91 -2	-2%	-$252	0.01%	613
2013 Q4	$11K	Buy	93 +4	+4%	+$493	0.01%	616
2013 Q3	$11K	Buy	89 +2	+2%	+$264	0.01%	628
2013 Q2	$12K	Buy	+87	New	+$11.6K	0.01%	551

Other funds holding AVB

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Partnervest Advisory Services's AVB Position: Q3 2014 in Review

Partnervest Advisory Services sold out of AvalonBay Communities (AVB) in Q3 2014, closing a stake of 82 shares — an estimated $12K sold.

Partnervest Advisory Services first reported a position in AVB in Q2 2013 and held it in 5 quarters. The position peaked at $12K in Q2 2014. 415 funds tracked by Wall St. Rank hold AVB as of Q3 2014.

Partnervest Advisory Services reported no remaining AvalonBay Communities position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 82 AvalonBay Communities shares in Q3 2014, an estimated $12K.
Partnervest Advisory Services first reported a position in AvalonBay Communities in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's AvalonBay Communities position peaked at $12K in Q2 2014.
415 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.