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Advantage Investment Management’s Apollo Global Management APO Stock Holding History

Advantage Investment Management’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-600
Closed -$18K – 1000
2017
Q3 		$18K Hold
600
– – 0.01% 560
2017
Q2 		$16K Hold
600
– – 0.01% 600
2017
Q1 		$15K Buy
+600
New +$13.4K 0.01% 600

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Advantage Investment Management's APO Position: Q4 2017 in Review

Advantage Investment Management sold out of Apollo Global Management (APO) in Q4 2017, closing a stake of 600 shares — an estimated $18K sold.

Advantage Investment Management first reported a position in APO in Q1 2017 and held it in 3 quarters. The position peaked at $18K in Q3 2017. 221 funds tracked by Wall St. Rank hold APO as of Q4 2017.

  • Advantage Investment Management reported no remaining Apollo Global Management position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 600 Apollo Global Management shares in Q4 2017, an estimated $18K.
  • Advantage Investment Management first reported a position in Apollo Global Management in Q1 2017 and held it in 3 quarters.
  • Advantage Investment Management's Apollo Global Management position peaked at $18K in Q3 2017.
  • 221 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.