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.