BerganKDV Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History

BerganKDV Wealth Management’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
2020 Q2	–	Sell	-24	Closed	-$2K	–	1035
2020 Q1	$2K	Hold	24	–	–	﹤0.01%	743
2019 Q4	$3K	Buy	+24	New	+$3.21K	﹤0.01%	710

Other funds holding MAA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's MAA Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Mid-America Apartment Communities (MAA) in Q2 2020, closing a stake of 24 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in MAA in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 512 funds tracked by Wall St. Rank hold MAA as of Q2 2020.

BerganKDV Wealth Management reported no remaining Mid-America Apartment Communities position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 24 Mid-America Apartment Communities shares in Q2 2020, an estimated $2K.
BerganKDV Wealth Management first reported a position in Mid-America Apartment Communities in Q4 2019 and held it in 2 quarters.
BerganKDV Wealth Management's Mid-America Apartment Communities position peaked at $3K in Q4 2019.
512 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.