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

WFG 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
2017 Q2	$2.69M	Buy	170,556 +88,523	+108%	+$1.34M	0.61%	34
2017 Q1	$1.08M	Sell	82,033 -40,412	-33%	-$555K	0.29%	82
2016 Q4	$1.83M	Buy	122,445 +1,179	+1%	+$15.7K	0.45%	52
2016 Q3	$1.64M	Buy	121,266 +16,328	+16%	+$233K	0.41%	63
2016 Q2	$1.54M	Buy	104,938 +1,371	+1%	+$18.3K	0.41%	56
2016 Q1	$1.31M	Buy	103,567 +10,757	+12%	+$128K	0.38%	58
2015 Q4	$1.21M	Sell	92,810 -11,002	-11%	-$127K	0.36%	63
2015 Q3	$1.13M	Buy	103,812 +11,034	+12%	+$117K	0.35%	64
2015 Q2	$923K	Buy	92,778 +2,377	+3%	+$26K	0.25%	87
2015 Q1	$978K	Sell	90,401 -7,580	-8%	-$76.8K	0.27%	78
2014 Q4	$892K	Sell	97,981 -34,912	-26%	-$301K	0.18%	129
2014 Q3	$1.11M	Sell	132,893 -1,354	-1%	-$11.9K	0.21%	109
2014 Q2	$1.19M	Sell	134,247 -3,637	-3%	-$30.7K	0.22%	105
2014 Q1	$1.11M	Buy	137,884 +25,031	+22%	+$203K	0.22%	102
2013 Q4	$907K	Buy	112,853 +35,732	+46%	+$288K	0.13%	181
2013 Q3	$626K	Sell	77,121 -16,582	-18%	-$140K	0.1%	237
2013 Q2	$843K	Buy	+93,703	New	+$846K	0.14%	178

Other funds holding APTS

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WFG Advisors's APTS Position: Q2 2017 in Review

WFG Advisors increased its Preferred Apartment Communities, Inc. (APTS) stake by 108% in Q2 2017, buying an estimated $1.34M and bringing the position to 170,556 shares worth $2.69M. The position accounts for 0.61% of the portfolio, ranked #34.

WFG Advisors first reported a position in APTS in Q2 2013 and has held it in 17 quarters since. 126 funds tracked by Wall St. Rank hold APTS as of Q2 2017.

WFG Advisors held 170,556 shares of Preferred Apartment Communities, Inc. worth $2.69M as of Q2 2017.
WFG Advisors bought 88,523 Preferred Apartment Communities, Inc. shares in Q2 2017, an estimated $1.34M.
Preferred Apartment Communities, Inc. made up 0.61% of WFG Advisors's portfolio in Q2 2017, its #34 holding.
WFG Advisors first reported a position in Preferred Apartment Communities, Inc. in Q2 2013 and has held it in 17 quarters since.
126 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.