ACI
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Advance Capital I’s Artisan Partners APAM Stock Holding History

Advance Capital I’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-8,600
Closed -$310K – 129
2015
Q4 		$310K Buy
+8,600
New +$318K 0.29% 114
2015
Q2 		– Sell
-17,800
Closed -$809K – 202
2015
Q1 		$809K Sell
17,800
-500
-3% -$23.7K 0.5% 113
2014
Q4 		$925K Buy
+18,300
New +$913K 0.49% 112

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advance Capital I's APAM Position: Q1 2016 in Review

Advance Capital I sold out of Artisan Partners (APAM) in Q1 2016, closing a stake of 8,600 shares — an estimated $310K sold.

Advance Capital I first reported a position in APAM in Q4 2014 and held it in 3 quarters. The position peaked at $925K in Q4 2014. 157 funds tracked by Wall St. Rank hold APAM as of Q1 2016.

  • Advance Capital I reported no remaining Artisan Partners position as of Q1 2016 after selling out during the quarter.
  • Advance Capital I sold 8,600 Artisan Partners shares in Q1 2016, an estimated $310K.
  • Advance Capital I first reported a position in Artisan Partners in Q4 2014 and held it in 3 quarters.
  • Advance Capital I's Artisan Partners position peaked at $925K in Q4 2014.
  • 157 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2016.

Based on Advance Capital I's 13F filing for Q1 2016, filed 9 May 2016.