Burt Wealth Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Burt Wealth Advisors’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	-300	Closed	-$28K	–	418
2016 Q3	$28K	Hold	300	–	–	0.03%	194
2016 Q2	$31K	Hold	300	–	–	0.03%	186
2016 Q1	$31K	Hold	300	–	–	0.03%	204
2015 Q4	$27K	Hold	300	–	–	0.02%	179
2015 Q3	$24K	Hold	300	–	–	0.03%	169
2015 Q2	$22K	Hold	300	–	–	0.02%	193
2015 Q1	$23K	Buy	+300	New	+$23K	0.02%	183

Other funds holding MAA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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 $344B AUM 42.99% 1-Year Est. Return

Burt Wealth Advisors's MAA Position: Q4 2016 in Review

Burt Wealth Advisors sold out of Mid-America Apartment Communities (MAA) in Q4 2016, closing a stake of 300 shares — an estimated $28K sold.

Burt Wealth Advisors first reported a position in MAA in Q1 2015 and held it in 7 quarters. The position peaked at $31K in Q2 2016. 444 funds tracked by Wall St. Rank hold MAA as of Q4 2016.

Burt Wealth Advisors reported no remaining Mid-America Apartment Communities position as of Q4 2016 after selling out during the quarter.
Burt Wealth Advisors sold 300 Mid-America Apartment Communities shares in Q4 2016, an estimated $28K.
Burt Wealth Advisors first reported a position in Mid-America Apartment Communities in Q1 2015 and held it in 7 quarters.
Burt Wealth Advisors's Mid-America Apartment Communities position peaked at $31K in Q2 2016.
444 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.