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WFG Advisors’s AvalonBay Communities AVB Stock Holding History

WFG 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
2017
Q2 		$161K Buy
839
+167
+25% +$31.9K 0.04% 421
2017
Q1 		$123K Sell
672
-345
-34% -$61.9K 0.03% 439
2016
Q4 		$180K Buy
1,017
+4
+0.4% +$674 0.04% 405
2016
Q3 		$180K Buy
1,013
+783
+340% +$141K 0.04% 391
2016
Q2 		$42K Buy
230
+1
+0.4% +$180 0.01% 724
2016
Q1 		$44K Buy
+229
New +$40.4K 0.01% 696
2015
Q2 		– Sell
-17
Closed -$3K – 1666
2015
Q1 		$3K Hold
17
– – ﹤0.01% 1449
2014
Q4 		$3K Hold
17
– – ﹤0.01% 1747
2014
Q3 		$2K Buy
+17
New +$2.52K ﹤0.01% 1843

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return