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

Heritage 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
2017 Q4	–	Sell	-54	Closed	-$6K	–	416
2017 Q3	$6K	Buy	+54	New	+$5.67K	﹤0.01%	311

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heritage Trust's MAA Position: Q4 2017 in Review

Heritage Trust sold out of Mid-America Apartment Communities (MAA) in Q4 2017, closing a stake of 54 shares — an estimated $6K sold.

Heritage Trust first reported a position in MAA in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 443 funds tracked by Wall St. Rank hold MAA as of Q4 2017.

Heritage Trust reported no remaining Mid-America Apartment Communities position as of Q4 2017 after selling out during the quarter.
Heritage Trust sold 54 Mid-America Apartment Communities shares in Q4 2017, an estimated $6K.
Heritage Trust first reported a position in Mid-America Apartment Communities in Q3 2017 and held it in 1 quarter.
Heritage Trust's Mid-America Apartment Communities position peaked at $6K in Q3 2017.
443 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2017.

Based on Heritage Trust's 13F filing for Q4 2017, filed 12 Feb 2018.