AW
ARI

ACG Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

ACG Wealth’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,220
Closed -$203K – 298
2016
Q4 		$203K Buy
+12,220
New +$205K 0.04% 216

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACG Wealth's ARI Position: Q1 2017 in Review

ACG Wealth sold out of Apollo Commercial Real Estate (ARI) in Q1 2017, closing a stake of 12,220 shares — an estimated $203K sold.

ACG Wealth first reported a position in ARI in Q4 2016 and held it in 1 quarter. The position peaked at $203K in Q4 2016. 183 funds tracked by Wall St. Rank hold ARI as of Q1 2017.

  • ACG Wealth reported no remaining Apollo Commercial Real Estate position as of Q1 2017 after selling out during the quarter.
  • ACG Wealth sold 12,220 Apollo Commercial Real Estate shares in Q1 2017, an estimated $203K.
  • ACG Wealth first reported a position in Apollo Commercial Real Estate in Q4 2016 and held it in 1 quarter.
  • ACG Wealth's Apollo Commercial Real Estate position peaked at $203K in Q4 2016.
  • 183 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2017.

Based on ACG Wealth's 13F filing for Q1 2017, filed 15 May 2017.