Bailard’s Mid-America Apartment Communities MAA Stock Holding History

Bailard’s Portfolio MAA Stock Details MAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-3,000	Closed	-$282K	–	320
2016 Q3	$282K	Buy	+3,000	New	+$299K	0.03%	263
2014 Q4	–	Sell	-3,500	Closed	-$230K	–	248
2014 Q3	$230K	Buy	+3,500	New	+$249K	0.04%	212
2013 Q3	–	Sell	-5,000	Closed	-$339K	–	228
2013 Q2	$339K	Buy	+5,000	New	+$344K	0.06%	149

Other funds holding MAA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

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

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

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BFA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bailard's MAA Position: Q4 2016 in Review

Bailard sold out of Mid-America Apartment Communities (MAA) in Q4 2016, closing a stake of 3,000 shares — an estimated $282K sold.

Bailard first reported a position in MAA in Q2 2013 and held it in 3 quarters. The position peaked at $339K in Q2 2013. 444 funds tracked by Wall St. Rank hold MAA as of Q4 2016.

Bailard reported no remaining Mid-America Apartment Communities position as of Q4 2016 after selling out during the quarter.
Bailard sold 3,000 Mid-America Apartment Communities shares in Q4 2016, an estimated $282K.
Bailard first reported a position in Mid-America Apartment Communities in Q2 2013 and held it in 3 quarters.
Bailard's Mid-America Apartment Communities position peaked at $339K in Q2 2013.
444 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2016.

Based on Bailard's 13F filing for Q4 2016, filed 10 Feb 2017.