UBS AM’s Preferred Apartment Communities, Inc. APTS Stock Holding History

UBS AM’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
2020 Q4	–	Sell	-57,385	Closed	-$310K	–	2604
2020 Q3	$310K	Buy	57,385 +15,351	+37%	+$104K	﹤0.01%	2293
2020 Q2	$319K	Buy	42,034 +1,226	+3%	+$8.9K	﹤0.01%	2262
2020 Q1	$293K	Sell	40,808 -1,741	-4%	-$18.9K	﹤0.01%	2161
2019 Q4	$567K	Sell	42,549 -6,016	-12%	-$83K	﹤0.01%	2187
2019 Q3	$702K	Buy	48,565 +11,778	+32%	+$170K	﹤0.01%	2120
2019 Q2	$550K	Buy	36,787 +14,724	+67%	+$229K	﹤0.01%	2171
2019 Q1	$327K	Buy	22,063 +10,442	+90%	+$164K	﹤0.01%	2287
2018 Q4	$163K	Hold	11,621	–	–	﹤0.01%	2449
2018 Q3	$204K	Hold	11,621	–	–	﹤0.01%	2440
2018 Q2	$197K	Buy	+11,621	New	+$171K	﹤0.01%	2482

Other funds holding APTS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM's APTS Position: Q4 2020 in Review

UBS AM sold out of Preferred Apartment Communities, Inc. (APTS) in Q4 2020, closing a stake of 57,385 shares — an estimated $310K sold.

UBS AM first reported a position in APTS in Q2 2018 and held it in 10 quarters. The position peaked at $702K in Q3 2019. 165 funds tracked by Wall St. Rank hold APTS as of Q4 2020.

UBS AM reported no remaining Preferred Apartment Communities, Inc. position as of Q4 2020 after selling out during the quarter.
UBS AM sold 57,385 Preferred Apartment Communities, Inc. shares in Q4 2020, an estimated $310K.
UBS AM first reported a position in Preferred Apartment Communities, Inc. in Q2 2018 and held it in 10 quarters.
UBS AM's Preferred Apartment Communities, Inc. position peaked at $702K in Q3 2019.
165 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q4 2020.

Based on UBS AM's 13F filing for Q4 2020, filed 17 Feb 2021.