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Rockefeller Financial Services’s AvalonBay Communities AVB Stock Holding History

Rockefeller Financial 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
2013
Q3 		– Sell
-48,761
Closed -$6.58M – 504
2013
Q2 		$6.58M Buy
+48,761
New +$6.52M 0.16% 132

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 $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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 $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Financial Services's AVB Position: Q3 2013 in Review

Rockefeller Financial Services sold out of AvalonBay Communities (AVB) in Q3 2013, closing a stake of 48,761 shares — an estimated $6.58M sold.

Rockefeller Financial Services first reported a position in AVB in Q2 2013 and held it in 1 quarter. The position peaked at $6.58M in Q2 2013. 381 funds tracked by Wall St. Rank hold AVB as of Q3 2013.

  • Rockefeller Financial Services reported no remaining AvalonBay Communities position as of Q3 2013 after selling out during the quarter.
  • Rockefeller Financial Services sold 48,761 AvalonBay Communities shares in Q3 2013, an estimated $6.58M.
  • Rockefeller Financial Services first reported a position in AvalonBay Communities in Q2 2013 and held it in 1 quarter.
  • Rockefeller Financial Services's AvalonBay Communities position peaked at $6.58M in Q2 2013.
  • 381 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2013.

Based on Rockefeller Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.