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Systematic Financial Management’s AvalonBay Communities AVB Stock Holding History

Systematic Financial 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
2015
Q1 		– Sell
-48
Closed -$7K – 666
2014
Q4 		$7K Sell
48
-526,555
-100% -$82.5M ﹤0.01% 652
2014
Q3 		$74.2M Buy
+526,603
New +$78.1M 0.54% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Systematic Financial Management's AVB Position: Q1 2015 in Review

Systematic Financial Management sold out of AvalonBay Communities (AVB) in Q1 2015, closing a stake of 48 shares — an estimated $7K sold.

Systematic Financial Management first reported a position in AVB in Q3 2014 and held it in 2 quarters. The position peaked at $74.2M in Q3 2014. 446 funds tracked by Wall St. Rank hold AVB as of Q1 2015.

  • Systematic Financial Management reported no remaining AvalonBay Communities position as of Q1 2015 after selling out during the quarter.
  • Systematic Financial Management sold 48 AvalonBay Communities shares in Q1 2015, an estimated $7K.
  • Systematic Financial Management first reported a position in AvalonBay Communities in Q3 2014 and held it in 2 quarters.
  • Systematic Financial Management's AvalonBay Communities position peaked at $74.2M in Q3 2014.
  • 446 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2015.

Based on Systematic Financial Management's 13F filing for Q1 2015, filed 11 May 2015.