STA
APTS

Summit Trail Advisors’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-563
Closed -$10K – 1846
2017
Q4 		$10K Buy
+563
New +$11.6K ﹤0.01% 1235

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Trail Advisors's APTS Position: Q1 2018 in Review

Summit Trail Advisors sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2018, closing a stake of 563 shares — an estimated $10K sold.

Summit Trail Advisors first reported a position in APTS in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 163 funds tracked by Wall St. Rank hold APTS as of Q1 2018.

  • Summit Trail Advisors reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 563 Preferred Apartment Communities, Inc. shares in Q1 2018, an estimated $10K.
  • Summit Trail Advisors first reported a position in Preferred Apartment Communities, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Preferred Apartment Communities, Inc. position peaked at $10K in Q4 2017.
  • 163 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.