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

Beacon Trust’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 Q3	–	Sell	-4,385	Closed	-$467K	–	183
2016 Q2	$467K	Sell	4,385 -2,748	-39%	-$276K	0.08%	130
2016 Q1	$729K	Sell	7,133 -21	-0.3%	-$1.95K	0.13%	108
2015 Q4	$650K	Sell	7,154 -153	-2%	-$13.3K	0.11%	113
2015 Q3	$598K	Buy	7,307 +3,982	+120%	+$314K	0.11%	117
2015 Q2	$242K	Sell	3,325 -1,693	-34%	-$128K	0.04%	179
2015 Q1	$388K	Buy	5,018 +639	+15%	+$49K	0.06%	152
2014 Q4	$327K	Buy	4,379 +1,262	+40%	+$90K	0.05%	167
2014 Q3	$205K	Buy	3,117 +126	+4%	+$8.97K	0.03%	193
2014 Q2	$218K	Hold	2,991	–	–	0.04%	184
2014 Q1	$204K	Buy	+2,991	New	+$196K	0.03%	189

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

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

BIT

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

BFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beacon Trust's MAA Position: Q3 2016 in Review

Beacon Trust sold out of Mid-America Apartment Communities (MAA) in Q3 2016, closing a stake of 4,385 shares — an estimated $467K sold.

Beacon Trust first reported a position in MAA in Q1 2014 and held it in 10 quarters. The position peaked at $729K in Q1 2016. 388 funds tracked by Wall St. Rank hold MAA as of Q3 2016.

Beacon Trust reported no remaining Mid-America Apartment Communities position as of Q3 2016 after selling out during the quarter.
Beacon Trust sold 4,385 Mid-America Apartment Communities shares in Q3 2016, an estimated $467K.
Beacon Trust first reported a position in Mid-America Apartment Communities in Q1 2014 and held it in 10 quarters.
Beacon Trust's Mid-America Apartment Communities position peaked at $729K in Q1 2016.
388 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2016.

Based on Beacon Trust's 13F filing for Q3 2016, filed 10 Nov 2016.