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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's AVB Position: Q2 2017 in Review

WFG Advisors increased its AvalonBay Communities (AVB) stake by 25% in Q2 2017, buying an estimated $31.9K and bringing the position to 839 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #421.

WFG Advisors first reported a position in AVB in Q3 2014 and has held it in 9 quarters since. The position peaked at $180K in Q4 2016. 468 funds tracked by Wall St. Rank hold AVB as of Q2 2017.

WFG Advisors held 839 shares of AvalonBay Communities worth $161K as of Q2 2017.
WFG Advisors bought 167 AvalonBay Communities shares in Q2 2017, an estimated $31.9K.
AvalonBay Communities made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #421 holding.
WFG Advisors first reported a position in AvalonBay Communities in Q3 2014 and has held it in 9 quarters since.
WFG Advisors's AvalonBay Communities position peaked at $180K in Q4 2016.
468 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.