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Round Table Investment Management’s AvalonBay Communities AVB Stock Holding History

Round Table Investment 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
2014
Q1 		– Sell
-8,616
Closed -$1.02M – 46
2013
Q4 		$1.02M Buy
+8,616
New +$1.06M 0.11% 28

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Round Table Investment Management's AVB Position: Q1 2014 in Review

Round Table Investment Management sold out of AvalonBay Communities (AVB) in Q1 2014, closing a stake of 8,616 shares — an estimated $1.02M sold.

Round Table Investment Management first reported a position in AVB in Q4 2013 and held it in 1 quarter. The position peaked at $1.02M in Q4 2013. 397 funds tracked by Wall St. Rank hold AVB as of Q1 2014.

  • Round Table Investment Management reported no remaining AvalonBay Communities position as of Q1 2014 after selling out during the quarter.
  • Round Table Investment Management sold 8,616 AvalonBay Communities shares in Q1 2014, an estimated $1.02M.
  • Round Table Investment Management first reported a position in AvalonBay Communities in Q4 2013 and held it in 1 quarter.
  • Round Table Investment Management's AvalonBay Communities position peaked at $1.02M in Q4 2013.
  • 397 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2014.

Based on Round Table Investment Management's 13F filing for Q1 2014, filed 15 May 2014.