Security National Trust’s AvalonBay Communities AVB Stock Holding History

Security National Trust’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
2017 Q2	–	Sell	-31	Closed	-$6K	–	415
2017 Q1	$6K	Buy	+31	New	+$5.56K	﹤0.01%	386
2016 Q1	–	Sell	-15	Closed	-$3K	–	461
2015 Q4	$3K	Buy	+15	New	+$2.69K	﹤0.01%	432
2013 Q3	–	Sell	-103	Closed	-$14K	–	531
2013 Q2	$14K	Buy	+103	New	+$13.8K	0.01%	345

Other funds holding AVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Security National Trust's AVB Position: Q2 2017 in Review

Security National Trust sold out of AvalonBay Communities (AVB) in Q2 2017, closing a stake of 31 shares — an estimated $6K sold.

Security National Trust first reported a position in AVB in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q2 2013. 468 funds tracked by Wall St. Rank hold AVB as of Q2 2017.

Security National Trust reported no remaining AvalonBay Communities position as of Q2 2017 after selling out during the quarter.
Security National Trust sold 31 AvalonBay Communities shares in Q2 2017, an estimated $6K.
Security National Trust first reported a position in AvalonBay Communities in Q2 2013 and held it in 3 quarters.
Security National Trust's AvalonBay Communities position peaked at $14K in Q2 2013.
468 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2017.

Based on Security National Trust's 13F filing for Q2 2017, filed 4 Aug 2017.