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Kelleher Financial Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Kelleher Financial Advisors’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
Q2 		– Sell
-300
Closed -$30K – 174
2016
Q1 		$30K Buy
+300
New +$27.8K 0.02% 181

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kelleher Financial Advisors's MAA Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of Mid-America Apartment Communities (MAA) in Q2 2016, closing a stake of 300 shares — an estimated $30K sold.

Kelleher Financial Advisors first reported a position in MAA in Q1 2016 and held it in 1 quarter. The position peaked at $30K in Q1 2016. 383 funds tracked by Wall St. Rank hold MAA as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining Mid-America Apartment Communities position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 300 Mid-America Apartment Communities shares in Q2 2016, an estimated $30K.
  • Kelleher Financial Advisors first reported a position in Mid-America Apartment Communities in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's Mid-America Apartment Communities position peaked at $30K in Q1 2016.
  • 383 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.