Archford Capital Strategies’s Artisan Partners APAM Stock Holding History

Archford Capital Strategies’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-47	Closed	-$1K	–	532
2018 Q2	$1K	Hold	47	–	–	﹤0.01%	612
2018 Q1	$2K	Buy	+47	New	+$1.7K	﹤0.01%	508
2017 Q2	–	Sell	-47	Closed	-$1K	–	220
2017 Q1	$1K	Hold	47	–	–	﹤0.01%	633
2016 Q4	$1K	Hold	47	–	–	﹤0.01%	554
2016 Q3	$1K	Sell	47 -47	-50%	-$1.28K	﹤0.01%	574
2016 Q2	$2K	Buy	+94	New	+$2.96K	﹤0.01%	573
2016 Q1	–	Sell	-94	Closed	-$4K	–	200
2015 Q4	$4K	Hold	94	–	–	﹤0.01%	587
2015 Q3	$4K	Buy	94 +47	+100%	+$2.03K	﹤0.01%	454
2015 Q2	$2K	Hold	47	–	–	﹤0.01%	472
2015 Q1	$2.14K	Hold	47	–	–	﹤0.01%	521
2014 Q4	$2K	Hold	47	–	–	﹤0.01%	497
2014 Q3	$2K	Buy	+47	New	+$2.54K	﹤0.01%	485
2014 Q2	–	Hold	0	–	–	–	625

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Archford Capital Strategies's APAM Position: Q3 2018 in Review

Archford Capital Strategies sold out of Artisan Partners (APAM) in Q3 2018, closing a stake of 47 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in APAM in Q3 2014 and held it in 12 quarters. The position peaked at $4K in Q4 2015. 216 funds tracked by Wall St. Rank hold APAM as of Q3 2018.

Archford Capital Strategies reported no remaining Artisan Partners position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 47 Artisan Partners shares in Q3 2018, an estimated $1K.
Archford Capital Strategies first reported a position in Artisan Partners in Q3 2014 and held it in 12 quarters.
Archford Capital Strategies's Artisan Partners position peaked at $4K in Q4 2015.
216 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.