WP
AVB

WealthPLAN Partners’s AvalonBay Communities AVB Stock Holding History

WealthPLAN 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
2016
Q3 		– Sell
-76
Closed -$14 – 957
2016
Q2 		$14 Buy
+76
New +$13.7K ﹤0.01% 2503
2015
Q4 		$38 Buy
+206
New +$36.9K ﹤0.01% 1679

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

WealthPLAN Partners's AVB Position: Q3 2016 in Review

WealthPLAN Partners sold out of AvalonBay Communities (AVB) in Q3 2016, closing a stake of 76 shares — an estimated $14 sold.

WealthPLAN Partners first reported a position in AVB in Q4 2015 and held it in 2 quarters. The position peaked at $38 in Q4 2015. 451 funds tracked by Wall St. Rank hold AVB as of Q3 2016.

  • WealthPLAN Partners reported no remaining AvalonBay Communities position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 76 AvalonBay Communities shares in Q3 2016, an estimated $14.
  • WealthPLAN Partners first reported a position in AvalonBay Communities in Q4 2015 and held it in 2 quarters.
  • WealthPLAN Partners's AvalonBay Communities position peaked at $38 in Q4 2015.
  • 451 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.