WT
APTS

Whittier Trust’s Preferred Apartment Communities, Inc. APTS Stock Holding History

Whittier Trust’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
Q1 		– Sell
-35
Closed – – 1629
2019
Q4 		$0 Hold
35
– – ﹤0.01% 1644
2019
Q3 		$1K Hold
35
– – ﹤0.01% 1530
2019
Q2 		$1K Hold
35
– – ﹤0.01% 1354
2019
Q1 		$1K Buy
+35
New +$551 ﹤0.01% 1385
2017
Q4 		– Sell
-264
Closed -$5K – 1367
2017
Q3 		$5K Buy
+264
New +$4.63K ﹤0.01% 1148

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Whittier Trust's APTS Position: Q1 2020 in Review

Whittier Trust sold out of Preferred Apartment Communities, Inc. (APTS) in Q1 2020, closing a stake of 35 shares.

Whittier Trust first reported a position in APTS in Q3 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2017. 177 funds tracked by Wall St. Rank hold APTS as of Q1 2020.

  • Whittier Trust reported no remaining Preferred Apartment Communities, Inc. position as of Q1 2020 after selling out during the quarter.
  • Whittier Trust sold 35 Preferred Apartment Communities, Inc. shares in Q1 2020.
  • Whittier Trust first reported a position in Preferred Apartment Communities, Inc. in Q3 2017 and held it in 5 quarters.
  • Whittier Trust's Preferred Apartment Communities, Inc. position peaked at $5K in Q3 2017.
  • 177 funds tracked by Wall St. Rank held Preferred Apartment Communities, Inc. as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.