Linscomb Wealth’s Mid-America Apartment Communities MAA Stock Holding History

Linscomb Wealth’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 Q1	–	Sell	-4,490	Closed	-$440K	–	255
2016 Q4	$440K	Sell	4,490 -801	-15%	-$73.7K	0.04%	177
2016 Q3	$497K	Sell	5,291 -79	-1%	-$7.88K	0.05%	166
2016 Q2	$571K	Sell	5,370 -74	-1%	-$7.43K	0.06%	146
2016 Q1	$556K	Sell	5,444 -82	-1%	-$7.61K	0.06%	145
2015 Q4	$502K	Sell	5,526 -144	-3%	-$12.5K	0.06%	153
2015 Q3	$464K	Hold	5,670	–	–	0.05%	166
2015 Q2	$413K	Hold	5,670	–	–	0.05%	186
2015 Q1	$438K	Hold	5,670	–	–	0.05%	183
2014 Q4	$423K	Hold	5,670	–	–	0.05%	185
2014 Q3	$372K	Hold	5,670	–	–	0.04%	198
2014 Q2	$414K	Buy	+5,670	New	+$401K	0.04%	185

Other funds holding MAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Linscomb Wealth's MAA Position: Q1 2017 in Review

Linscomb Wealth sold out of Mid-America Apartment Communities (MAA) in Q1 2017, closing a stake of 4,490 shares — an estimated $440K sold.

Linscomb Wealth first reported a position in MAA in Q2 2014 and held it in 11 quarters. The position peaked at $571K in Q2 2016. 434 funds tracked by Wall St. Rank hold MAA as of Q1 2017.

Linscomb Wealth reported no remaining Mid-America Apartment Communities position as of Q1 2017 after selling out during the quarter.
Linscomb Wealth sold 4,490 Mid-America Apartment Communities shares in Q1 2017, an estimated $440K.
Linscomb Wealth first reported a position in Mid-America Apartment Communities in Q2 2014 and held it in 11 quarters.
Linscomb Wealth's Mid-America Apartment Communities position peaked at $571K in Q2 2016.
434 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2017.

Based on Linscomb Wealth's 13F filing for Q1 2017, filed 28 Apr 2017.