Envestnet Asset Management’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Envestnet Asset Management’s Portfolio APTS Stock Details APTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-39,053	Closed	-$297K	–	3224
2020 Q2	$297K	Buy	39,053 +10,519	+37%	+$76.3K	﹤0.01%	2686
2020 Q1	$205K	Buy	28,534 +6,700	+31%	+$72.7K	﹤0.01%	2716
2019 Q4	$291K	Buy	21,834 +5,150	+31%	+$71.1K	﹤0.01%	2748
2019 Q3	$241K	Buy	16,684 +3,618	+28%	+$52.1K	﹤0.01%	2774
2019 Q2	$195K	Sell	13,066 -43,397	-77%	-$676K	﹤0.01%	2894
2019 Q1	$837K	Buy	56,463 +7,548	+15%	+$119K	﹤0.01%	2007
2018 Q4	$688K	Buy	+48,915	New	+$765K	﹤0.01%	1954
2018 Q3	–	Sell	-16,174	Closed	-$275K	–	2848
2018 Q2	$275K	Buy	16,174 +4,395	+37%	+$64.8K	﹤0.01%	1543
2018 Q1	$172K	Buy	11,779 +5,579	+90%	+$87.2K	﹤0.01%	1669
2017 Q4	$126K	Sell	6,200 -94	-1%	-$1.94K	﹤0.01%	2025
2017 Q3	$118K	Buy	+6,294	New	+$110K	﹤0.01%	2027
2016 Q2	–	Sell	-4,370	Closed	-$55K	–	3154
2016 Q1	$55K	Buy	+4,370	New	+$52.1K	﹤0.01%	2679

Other funds holding APTS

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Envestnet Asset Management's APTS Position: Q3 2020 in Review

Envestnet Asset Management sold out of Preferred Apartment Communities, Inc. (APTS) in Q3 2020, closing a stake of 39,053 shares — an estimated $297K sold.

Envestnet Asset Management first reported a position in APTS in Q1 2016 and held it in 12 quarters. The position peaked at $837K in Q1 2019. 164 funds tracked by Wall St. Rank hold APTS as of Q3 2020.

Envestnet Asset Management reported no remaining Preferred Apartment Communities, Inc. position as of Q3 2020 after selling out during the quarter.
Envestnet Asset Management sold 39,053 Preferred Apartment Communities, Inc. shares in Q3 2020, an estimated $297K.
Envestnet Asset Management first reported a position in Preferred Apartment Communities, Inc. in Q1 2016 and held it in 12 quarters.
Envestnet Asset Management's Preferred Apartment Communities, Inc. position peaked at $837K in Q1 2019.
164 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q3 2020.

Based on Envestnet Asset Management's 13F filing for Q3 2020, filed 9 Oct 2020.