Advantage Investment Management’s AppFolio APPF Stock Holding History

Advantage Investment Management’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$173K	Hold	1,814	–	–	0.13%	158
2019 Q2	$186K	Hold	1,814	–	–	0.14%	151
2019 Q1	$144K	Hold	1,814	–	–	0.11%	185
2018 Q4	$107K	Hold	1,814	–	–	0.08%	222
2018 Q3	$142K	Hold	1,814	–	–	0.09%	212
2018 Q2	$111K	Sell	1,814 -75	-4%	-$4.09K	0.08%	231
2018 Q1	$77K	Hold	1,889	–	–	0.03%	316
2017 Q4	$78K	Hold	1,889	–	–	0.02%	330
2017 Q3	$91K	Buy	+1,889	New	+$74.3K	0.03%	271

Other funds holding APPF

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WEO

William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advantage Investment Management's APPF Position: Q3 2019 in Review

Advantage Investment Management held its AppFolio (APPF) position steady in Q3 2019 at 1,814 shares worth $173K. The position accounts for 0.13% of the portfolio, ranked #158.

Advantage Investment Management first reported a position in APPF in Q3 2017 and has held it in 9 quarters since. The position peaked at $186K in Q2 2019. 130 funds tracked by Wall St. Rank hold APPF as of Q3 2019.

Advantage Investment Management held 1,814 shares of AppFolio worth $173K as of Q3 2019.
Advantage Investment Management left its AppFolio share count unchanged in Q3 2019.
AppFolio made up 0.13% of Advantage Investment Management's portfolio in Q3 2019, its #158 holding.
Advantage Investment Management first reported a position in AppFolio in Q3 2017 and has held it in 9 quarters since.
Advantage Investment Management's AppFolio position peaked at $186K in Q2 2019.
130 funds tracked by Wall St. Rank held AppFolio as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.