SIP
AVB

Stoneridge Investment Partners’s AvalonBay Communities AVB Stock Holding History

Stoneridge Investment Partners’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
Q4 		– Sell
-1,881
Closed -$336K – 221
2017
Q3 		$336K Buy
+1,881
New +$352K 0.05% 167

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stoneridge Investment Partners's AVB Position: Q4 2017 in Review

Stoneridge Investment Partners sold out of AvalonBay Communities (AVB) in Q4 2017, closing a stake of 1,881 shares — an estimated $336K sold.

Stoneridge Investment Partners first reported a position in AVB in Q3 2017 and held it in 1 quarter. The position peaked at $336K in Q3 2017. 508 funds tracked by Wall St. Rank hold AVB as of Q4 2017.

  • Stoneridge Investment Partners reported no remaining AvalonBay Communities position as of Q4 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 1,881 AvalonBay Communities shares in Q4 2017, an estimated $336K.
  • Stoneridge Investment Partners first reported a position in AvalonBay Communities in Q3 2017 and held it in 1 quarter.
  • Stoneridge Investment Partners's AvalonBay Communities position peaked at $336K in Q3 2017.
  • 508 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2017.

Based on Stoneridge Investment Partners's 13F filing for Q4 2017, filed 5 Feb 2018.