Mackenzie Financial
APTS

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

Mackenzie Financial’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
2019
Q3 		– Sell
-18,260
Closed -$273K – 1132
2019
Q2 		$273K Hold
18,260
– – ﹤0.01% 978
2019
Q1 		$271K Buy
+18,260
New +$287K ﹤0.01% 1126
2018
Q2 		– Sell
-41,260
Closed -$585K – 1069
2018
Q1 		$585K Buy
41,260
+30,460
+282% +$476K ﹤0.01% 707
2017
Q4 		$219K Buy
+10,800
New +$222K ﹤0.01% 789

Other funds holding APTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HAM
Hillcrest Asset Management Plano, Texas $656M AUM 31.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial's APTS Position: Q3 2019 in Review

Mackenzie Financial sold out of Preferred Apartment Communities, Inc. (APTS) in Q3 2019, closing a stake of 18,260 shares — an estimated $273K sold.

Mackenzie Financial first reported a position in APTS in Q4 2017 and held it in 4 quarters. The position peaked at $585K in Q1 2018. 173 funds tracked by Wall St. Rank hold APTS as of Q3 2019.

  • Mackenzie Financial reported no remaining Preferred Apartment Communities, Inc. position as of Q3 2019 after selling out during the quarter.
  • Mackenzie Financial sold 18,260 Preferred Apartment Communities, Inc. shares in Q3 2019, an estimated $273K.
  • Mackenzie Financial first reported a position in Preferred Apartment Communities, Inc. in Q4 2017 and held it in 4 quarters.
  • Mackenzie Financial's Preferred Apartment Communities, Inc. position peaked at $585K in Q1 2018.
  • 173 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q3 2019.

Based on Mackenzie Financial's 13F filing for Q3 2019, filed 14 Nov 2019.