SWM
AVB

SeaCrest Wealth Management’s AvalonBay Communities AVB Stock Holding History

SeaCrest Wealth 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
Q2 		– Sell
-73
Closed -$15K – 616
2019
Q1 		$15K Hold
73
– – ﹤0.01% 1394
2018
Q4 		$13K Buy
73
+1
+1% +$181 ﹤0.01% 1394
2018
Q3 		$13K Hold
72
– – ﹤0.01% 1532
2018
Q2 		$12K Buy
72
+1
+1% +$165 ﹤0.01% 1536
2018
Q1 		$12K Buy
71
+3
+4% +$492 ﹤0.01% 1506
2017
Q4 		$12K Buy
+68
New +$12.3K ﹤0.01% 1525

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SeaCrest Wealth Management's AVB Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of AvalonBay Communities (AVB) in Q2 2019, closing a stake of 73 shares — an estimated $15K sold.

SeaCrest Wealth Management first reported a position in AVB in Q4 2017 and held it in 6 quarters. The position peaked at $15K in Q1 2019. 549 funds tracked by Wall St. Rank hold AVB as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining AvalonBay Communities position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 73 AvalonBay Communities shares in Q2 2019, an estimated $15K.
  • SeaCrest Wealth Management first reported a position in AvalonBay Communities in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's AvalonBay Communities position peaked at $15K in Q1 2019.
  • 549 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.