AIM
ARI

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

Advantage 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
2017
Q4 		– Sell
-4,603
Closed -$83K – 1001
2017
Q3 		$83K Buy
4,603
+1,928
+72% +$34.9K 0.03% 294
2017
Q2 		$50K Buy
2,675
+675
+34% +$12.6K 0.02% 367
2017
Q1 		$38K Buy
2,000
+1,952
+4,067% +$34.7K 0.02% 403
2016
Q4 		$1K Buy
+48
New +$806 ﹤0.01% 887

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Advantage Investment Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2017, closing a stake of 4,603 shares — an estimated $83K sold.

Advantage Investment Management first reported a position in ARI in Q4 2016 and held it in 4 quarters. The position peaked at $83K in Q3 2017. 223 funds tracked by Wall St. Rank hold ARI as of Q4 2017.

  • Advantage Investment Management reported no remaining Apollo Commercial Real Estate position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 4,603 Apollo Commercial Real Estate shares in Q4 2017, an estimated $83K.
  • Advantage Investment Management first reported a position in Apollo Commercial Real Estate in Q4 2016 and held it in 4 quarters.
  • Advantage Investment Management's Apollo Commercial Real Estate position peaked at $83K in Q3 2017.
  • 223 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2017.

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