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Welch Capital Partners’s AvalonBay Communities AVB Stock Holding History

Welch Capital 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
2014
Q2 		– Sell
-48,391
Closed -$6.36M – 37
2014
Q1 		$6.36M Buy
+48,391
New +$6.1M 2.26% 21

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Welch Capital Partners's AVB Position: Q2 2014 in Review

Welch Capital Partners sold out of AvalonBay Communities (AVB) in Q2 2014, closing a stake of 48,391 shares — an estimated $6.36M sold.

Welch Capital Partners first reported a position in AVB in Q1 2014 and held it in 1 quarter. The position peaked at $6.36M in Q1 2014. 393 funds tracked by Wall St. Rank hold AVB as of Q2 2014.

  • Welch Capital Partners reported no remaining AvalonBay Communities position as of Q2 2014 after selling out during the quarter.
  • Welch Capital Partners sold 48,391 AvalonBay Communities shares in Q2 2014, an estimated $6.36M.
  • Welch Capital Partners first reported a position in AvalonBay Communities in Q1 2014 and held it in 1 quarter.
  • Welch Capital Partners's AvalonBay Communities position peaked at $6.36M in Q1 2014.
  • 393 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2014.

Based on Welch Capital Partners's 13F filing for Q2 2014, filed 22 Jul 2014.