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

Evercore 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
2016 Q4	–	Sell	-47	Closed	-$4K	–	1068
2016 Q3	$4K	Sell	47 -28	-37%	-$2.79K	﹤0.01%	957
2016 Q2	$8K	Buy	75 +28	+60%	+$2.81K	﹤0.01%	872
2016 Q1	$5K	Hold	47	–	–	﹤0.01%	855
2015 Q4	$4K	Buy	+47	New	+$4.08K	﹤0.01%	941
2015 Q3	–	Sell	-143	Closed	-$10K	–	1021
2015 Q2	$10K	Buy	+143	New	+$10.8K	﹤0.01%	908

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

Evercore Wealth Management's MAA Position: Q4 2016 in Review

Evercore Wealth Management sold out of Mid-America Apartment Communities (MAA) in Q4 2016, closing a stake of 47 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in MAA in Q2 2015 and held it in 5 quarters. The position peaked at $10K in Q2 2015. 444 funds tracked by Wall St. Rank hold MAA as of Q4 2016.

Evercore Wealth Management reported no remaining Mid-America Apartment Communities position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 47 Mid-America Apartment Communities shares in Q4 2016, an estimated $4K.
Evercore Wealth Management first reported a position in Mid-America Apartment Communities in Q2 2015 and held it in 5 quarters.
Evercore Wealth Management's Mid-America Apartment Communities position peaked at $10K in Q2 2015.
444 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.