US Financial Advisors’s AvalonBay Communities AVB Stock Holding History

US Financial Advisors’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
2016 Q1	–	Sell	-100	Closed	-$18K	–	476
2015 Q4	$18K	Buy	+100	New	+$17.9K	0.02%	254
2015 Q2	–	Sell	-100	Closed	-$16.7K	–	525
2015 Q1	$17K	Hold	100	–	–	0.02%	208
2014 Q4	$16K	Buy	+100	New	+$15.7K	0.01%	206

Other funds holding AVB

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Financial Advisors's AVB Position: Q1 2016 in Review

US Financial Advisors sold out of AvalonBay Communities (AVB) in Q1 2016, closing a stake of 100 shares — an estimated $18K sold.

US Financial Advisors first reported a position in AVB in Q4 2014 and held it in 3 quarters. The position peaked at $18K in Q4 2015. 462 funds tracked by Wall St. Rank hold AVB as of Q1 2016.

US Financial Advisors reported no remaining AvalonBay Communities position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 100 AvalonBay Communities shares in Q1 2016, an estimated $18K.
US Financial Advisors first reported a position in AvalonBay Communities in Q4 2014 and held it in 3 quarters.
US Financial Advisors's AvalonBay Communities position peaked at $18K in Q4 2015.
462 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.