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Archford Capital Strategies’s Apollo Global Management APO Stock Holding History

Archford Capital Strategies’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-150
Closed -$4.59K – 676
2018
Q1 		$5K Buy
+150
New +$5.04K ﹤0.01% 377

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Archford Capital Strategies's APO Position: Q2 2018 in Review

Archford Capital Strategies sold out of Apollo Global Management (APO) in Q2 2018, closing a stake of 150 shares — an estimated $4.59K sold.

Archford Capital Strategies first reported a position in APO in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 213 funds tracked by Wall St. Rank hold APO as of Q2 2018.

  • Archford Capital Strategies reported no remaining Apollo Global Management position as of Q2 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 150 Apollo Global Management shares in Q2 2018, an estimated $4.59K.
  • Archford Capital Strategies first reported a position in Apollo Global Management in Q1 2018 and held it in 1 quarter.
  • Archford Capital Strategies's Apollo Global Management position peaked at $5K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.