APA
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American Portfolios Advisors’s ePlus PLUS Stock Holding History

American Portfolios Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-60
Closed -$2.28K – 2910
2019
Q3 		$2.28K Buy
+60
New +$2.31K ﹤0.01% 2482

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

American Portfolios Advisors's PLUS Position: Q4 2019 in Review

American Portfolios Advisors sold out of ePlus (PLUS) in Q4 2019, closing a stake of 60 shares — an estimated $2.28K sold.

American Portfolios Advisors first reported a position in PLUS in Q3 2019 and held it in 1 quarter. The position peaked at $2.28K in Q3 2019. 168 funds tracked by Wall St. Rank hold PLUS as of Q4 2019.

  • American Portfolios Advisors reported no remaining ePlus position as of Q4 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 60 ePlus shares in Q4 2019, an estimated $2.28K.
  • American Portfolios Advisors first reported a position in ePlus in Q3 2019 and held it in 1 quarter.
  • American Portfolios Advisors's ePlus position peaked at $2.28K in Q3 2019.
  • 168 funds tracked by Wall St. Rank held ePlus as of Q4 2019.

Based on American Portfolios Advisors's 13F filing for Q4 2019, filed 24 Mar 2023.