LMCG Investments’s Mid-America Apartment Communities MAA Stock Holding History

LMCG Investments’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
2014 Q3	–	Sell	-283,162	Closed	-$20.7M	–	477
2014 Q2	$20.7M	Sell	283,162 -51,037	-15%	-$3.61M	0.45%	62
2014 Q1	$22.8M	Sell	334,199 -29,719	-8%	-$1.95M	0.51%	48
2013 Q4	$22.1M	Sell	363,918 -1,248	-0.3%	-$78K	0.47%	59
2013 Q3	$22.8M	Sell	365,166 -8,490	-2%	-$548K	0.55%	46
2013 Q2	$25.3M	Buy	+373,656	New	+$25.7M	0.66%	29

Other funds holding MAA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LMCG Investments's MAA Position: Q3 2014 in Review

LMCG Investments sold out of Mid-America Apartment Communities (MAA) in Q3 2014, closing a stake of 283,162 shares — an estimated $20.7M sold.

LMCG Investments first reported a position in MAA in Q2 2013 and held it in 5 quarters. The position peaked at $25.3M in Q2 2013. 287 funds tracked by Wall St. Rank hold MAA as of Q3 2014.

LMCG Investments reported no remaining Mid-America Apartment Communities position as of Q3 2014 after selling out during the quarter.
LMCG Investments sold 283,162 Mid-America Apartment Communities shares in Q3 2014, an estimated $20.7M.
LMCG Investments first reported a position in Mid-America Apartment Communities in Q2 2013 and held it in 5 quarters.
LMCG Investments's Mid-America Apartment Communities position peaked at $25.3M in Q2 2013.
287 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2014.

Based on LMCG Investments's 13F filing for Q3 2014, filed 12 Nov 2014.