Ropes Wealth Advisors’s AvalonBay Communities AVB Stock Holding History

Ropes 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	-66	Closed	-$11K	–	528
2018 Q2	$11K	Hold	66	–	–	﹤0.01%	464
2018 Q1	$11K	Hold	66	–	–	﹤0.01%	450
2017 Q4	$12K	Hold	66	–	–	﹤0.01%	509
2017 Q3	$12K	Hold	66	–	–	﹤0.01%	487
2017 Q2	$13K	Buy	+66	New	+$12.6K	﹤0.01%	440
2015 Q4	–	Sell	-1,150	Closed	-$201K	–	472
2015 Q3	$201K	Buy	+1,150	New	+$195K	0.11%	133

Other funds holding AVB

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

BlackRock New York $5.72T AUM 30.48% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AAMU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Ropes Wealth Advisors sold out of AvalonBay Communities (AVB) in Q3 2018, closing a stake of 66 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in AVB in Q3 2015 and held it in 6 quarters. The position peaked at $201K in Q3 2015. 516 funds tracked by Wall St. Rank hold AVB as of Q3 2018.

Ropes Wealth Advisors reported no remaining AvalonBay Communities position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 66 AvalonBay Communities shares in Q3 2018, an estimated $11K.
Ropes Wealth Advisors first reported a position in AvalonBay Communities in Q3 2015 and held it in 6 quarters.
Ropes Wealth Advisors's AvalonBay Communities position peaked at $201K in Q3 2015.
516 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.