MYIA
APTS

Mount Yale Investment Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Mount Yale Investment Advisors’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
Q2 		– Sell
-12,589
Closed -$187K – 349
2019
Q1 		$187K Buy
12,589
+420
+3% +$6.61K 0.04% 291
2018
Q4 		$195K Sell
12,169
-1,017
-8% -$15.9K 0.04% 295
2018
Q3 		$204K Buy
13,186
+1,426
+12% +$24.9K 0.04% 303
2018
Q2 		$200K Sell
11,760
-112
-0.9% -$1.65K 0.04% 305
2018
Q1 		$168K Buy
+11,872
New +$186K 0.04% 316

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
HAM
Hillcrest Asset Management Plano, Texas $656M AUM 31.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Mount Yale Investment Advisors's APTS Position: Q2 2019 in Review

Mount Yale Investment Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q2 2019, closing a stake of 12,589 shares — an estimated $187K sold.

Mount Yale Investment Advisors first reported a position in APTS in Q1 2018 and held it in 5 quarters. The position peaked at $204K in Q3 2018. 174 funds tracked by Wall St. Rank hold APTS as of Q2 2019.

  • Mount Yale Investment Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q2 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 12,589 Preferred Apartment Communities, Inc. shares in Q2 2019, an estimated $187K.
  • Mount Yale Investment Advisors first reported a position in Preferred Apartment Communities, Inc. in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Preferred Apartment Communities, Inc. position peaked at $204K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.