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Alera Investment Advisors’s Apple Hospitality REIT APLE Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-279
Closed -$5K – 132
2019
Q1 		$5K Buy
279
+222
+389% +$3.56K ﹤0.01% 622
2018
Q4 		$1K Buy
+57
New +$906 ﹤0.01% 839

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alera Investment Advisors's APLE Position: Q2 2019 in Review

Alera Investment Advisors sold out of Apple Hospitality REIT (APLE) in Q2 2019, closing a stake of 279 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in APLE in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 242 funds tracked by Wall St. Rank hold APLE as of Q2 2019.

  • Alera Investment Advisors reported no remaining Apple Hospitality REIT position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 279 Apple Hospitality REIT shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Apple Hospitality REIT in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Apple Hospitality REIT position peaked at $5K in Q1 2019.
  • 242 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.