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Beacon Financial Group’s Mid-America Apartment Communities MAA Stock Holding History

Beacon Financial Group’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
2017
Q4 		– Sell
-2,568
Closed -$274K – 183
2017
Q3 		$274K Sell
2,568
-441
-15% -$46.3K 0.05% 172
2017
Q2 		$318K Sell
3,009
-336
-10% -$34.6K 0.06% 163
2017
Q1 		$340K Sell
3,345
-557
-14% -$55.1K 0.07% 152
2016
Q4 		$382K Sell
3,902
-672
-15% -$61.8K 0.08% 140
2016
Q3 		$440K Buy
4,574
+1,331
+41% +$133K 0.09% 141
2016
Q2 		$341K Buy
+3,243
New +$326K 0.07% 145

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Beacon Financial Group's MAA Position: Q4 2017 in Review

Beacon Financial Group sold out of Mid-America Apartment Communities (MAA) in Q4 2017, closing a stake of 2,568 shares — an estimated $274K sold.

Beacon Financial Group first reported a position in MAA in Q2 2016 and held it in 6 quarters. The position peaked at $440K in Q3 2016. 443 funds tracked by Wall St. Rank hold MAA as of Q4 2017.

  • Beacon Financial Group reported no remaining Mid-America Apartment Communities position as of Q4 2017 after selling out during the quarter.
  • Beacon Financial Group sold 2,568 Mid-America Apartment Communities shares in Q4 2017, an estimated $274K.
  • Beacon Financial Group first reported a position in Mid-America Apartment Communities in Q2 2016 and held it in 6 quarters.
  • Beacon Financial Group's Mid-America Apartment Communities position peaked at $440K in Q3 2016.
  • 443 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2017.

Based on Beacon Financial Group's 13F filing for Q4 2017, filed 3 Jan 2018.