LifePlan Financial Group’s Preferred Apartment Communities, Inc. APTS Stock Holding History

LifePlan Financial Group’s Portfolio APTS Stock Details APTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$15K	Hold	2,700	–	–	0.01%	374
2020 Q2	$21K	Hold	2,700	–	–	0.01%	333
2020 Q1	$19K	Hold	2,700	–	–	0.01%	323
2019 Q4	$36K	Hold	2,700	–	–	0.02%	283
2019 Q3	$39K	Hold	2,700	–	–	0.02%	272
2019 Q2	$40K	Hold	2,700	–	–	0.02%	266
2019 Q1	$40K	Hold	2,700	–	–	0.02%	269
2018 Q4	$38K	Hold	2,700	–	–	0.02%	268
2018 Q3	$47K	Hold	2,700	–	–	0.03%	259
2018 Q2	$46K	Hold	2,700	–	–	0.03%	251
2018 Q1	$38K	Buy	+2,700	New	+$42.2K	0.02%	262

Other funds holding APTS

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LifePlan Financial Group's APTS Position: Q3 2020 in Review

LifePlan Financial Group held its Preferred Apartment Communities, Inc. (APTS) position steady in Q3 2020 at 2,700 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #374.

LifePlan Financial Group first reported a position in APTS in Q1 2018 and has held it in 11 quarters since. The position peaked at $47K in Q3 2018. 164 funds tracked by Wall St. Rank hold APTS as of Q3 2020.

LifePlan Financial Group held 2,700 shares of Preferred Apartment Communities, Inc. worth $15K as of Q3 2020.
LifePlan Financial Group left its Preferred Apartment Communities, Inc. share count unchanged in Q3 2020.
Preferred Apartment Communities, Inc. made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #374 holding.
LifePlan Financial Group first reported a position in Preferred Apartment Communities, Inc. in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Preferred Apartment Communities, Inc. position peaked at $47K in Q3 2018.
164 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.