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ADAR Investment Management’s Apollo Commercial Real Estate ARI Stock Holding History

ADAR Investment Management’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
2014
Q1 		– Sell
-59,764
Closed -$971K – 8
2013
Q4 		$971K Buy
59,764
+28,156
+89% +$456K 5.3% 11
2013
Q3 		$483K Buy
31,608
+2,398
+8% +$37.4K 0.15% 35
2013
Q2 		$464K Buy
+29,210
New +$503K 0.11% 43

Other funds holding ARI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

ADAR Investment Management's ARI Position: Q1 2014 in Review

ADAR Investment Management sold out of Apollo Commercial Real Estate (ARI) in Q1 2014, closing a stake of 59,764 shares — an estimated $971K sold.

ADAR Investment Management first reported a position in ARI in Q2 2013 and held it in 3 quarters. The position peaked at $971K in Q4 2013. 129 funds tracked by Wall St. Rank hold ARI as of Q1 2014.

  • ADAR Investment Management reported no remaining Apollo Commercial Real Estate position as of Q1 2014 after selling out during the quarter.
  • ADAR Investment Management sold 59,764 Apollo Commercial Real Estate shares in Q1 2014, an estimated $971K.
  • ADAR Investment Management first reported a position in Apollo Commercial Real Estate in Q2 2013 and held it in 3 quarters.
  • ADAR Investment Management's Apollo Commercial Real Estate position peaked at $971K in Q4 2013.
  • 129 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2014.

Based on ADAR Investment Management's 13F filing for Q1 2014, filed 6 May 2014.