IBEX Wealth Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
– Sell
-146,425
Closed -$2.19M – 419
2019
Q2
$2.19M Buy
146,425
+11,977
+9% +$186K 0.63% 61
2019
Q1
$1.99M Buy
134,448
+60,696
+82% +$955K 0.7% 64
2018
Q4
$1.04M Buy
73,752
+38,257
+108% +$598K 0.47% 57
2018
Q3
$611K Buy
+35,495
New +$619K 0.22% 80

Other funds holding APTS

IBEX Wealth Advisors's APTS Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q3 2019, closing a stake of 146,425 shares — an estimated $2.19M sold.

IBEX Wealth Advisors first reported a position in APTS in Q3 2018 and held it in 4 quarters. The position peaked at $2.19M in Q2 2019. 173 funds tracked by Wall St. Rank hold APTS as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 146,425 Preferred Apartment Communities, Inc. shares in Q3 2019, an estimated $2.19M.
  • IBEX Wealth Advisors first reported a position in Preferred Apartment Communities, Inc. in Q3 2018 and held it in 4 quarters.
  • IBEX Wealth Advisors's Preferred Apartment Communities, Inc. position peaked at $2.19M in Q2 2019.
  • 173 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.