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Advisor Group’s Apple Hospitality REIT APLE Stock Holding History

Advisor Group’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$546K Buy
33,577
+1,047
+3% +$16.9K ﹤0.01% 1603
2019
Q3 		$540K Buy
32,530
+2,773
+9% +$43.9K ﹤0.01% 1559
2019
Q2 		$471K Buy
29,757
+2,063
+7% +$33.4K ﹤0.01% 1659
2019
Q1 		$452K Buy
27,694
+3,957
+17% +$63.4K ﹤0.01% 1666
2018
Q4 		$339K Buy
23,737
+3,965
+20% +$63K ﹤0.01% 1683
2018
Q3 		$345K Buy
19,772
+12,481
+171% +$222K ﹤0.01% 1752
2018
Q2 		$131K Sell
7,291
-407
-5% -$7.44K ﹤0.01% 2297
2018
Q1 		$135K Sell
7,698
-253
-3% -$4.63K ﹤0.01% 2294
2017
Q4 		$157K Buy
7,951
+519
+7% +$10K ﹤0.01% 2197
2017
Q3 		$140K Sell
7,432
-3,608
-33% -$66.2K ﹤0.01% 2128
2017
Q2 		$206K Buy
11,040
+1,698
+18% +$32.2K ﹤0.01% 1776
2017
Q1 		$178K Sell
9,342
-2,594
-22% -$51.1K ﹤0.01% 1755
2016
Q4 		$238K Buy
11,936
+218
+2% +$4.05K 0.01% 1443
2016
Q3 		$218K Buy
11,718
+4,845
+70% +$94.1K 0.01% 1460
2016
Q2 		$127K Buy
+6,873
New +$129K ﹤0.01% 1749

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Advisor Group's APLE Position: Q4 2019 in Review

Advisor Group increased its Apple Hospitality REIT (APLE) stake by 3.2% in Q4 2019, buying an estimated $16.9K and bringing the position to 33,577 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Advisor Group first reported a position in APLE in Q2 2016 and has held it in 15 quarters since. 255 funds tracked by Wall St. Rank hold APLE as of Q4 2019.

  • Advisor Group held 33,577 shares of Apple Hospitality REIT worth $546K as of Q4 2019.
  • Advisor Group bought 1,047 Apple Hospitality REIT shares in Q4 2019, an estimated $16.9K.
  • Apple Hospitality REIT made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1603 holding.
  • Advisor Group first reported a position in Apple Hospitality REIT in Q2 2016 and has held it in 15 quarters since.
  • 255 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.