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Arrow Financial’s Apollo Global Management APO Stock Holding History

Arrow Financial’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
2014
Q4 		– Sell
-2,967
Closed -$71K – 348
2014
Q3 		$71K Sell
2,967
-7,611
-72% -$190K 0.02% 203
2014
Q2 		$294K Sell
10,578
-392
-4% -$10.7K 0.08% 162
2014
Q1 		$349K Buy
10,970
+1,270
+13% +$41.4K 0.1% 149
2013
Q4 		$307K Buy
9,700
+3,676
+61% +$114K 0.09% 143
2013
Q3 		$170K Buy
+6,024
New +$162K 0.05% 155

Other funds holding APO

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAM
Serengeti Asset Management New York $31.8M AUM 23.16% 1-Year Est. Return

Arrow Financial's APO Position: Q4 2014 in Review

Arrow Financial sold out of Apollo Global Management (APO) in Q4 2014, closing a stake of 2,967 shares — an estimated $71K sold.

Arrow Financial first reported a position in APO in Q3 2013 and held it in 5 quarters. The position peaked at $349K in Q1 2014. 144 funds tracked by Wall St. Rank hold APO as of Q4 2014.

  • Arrow Financial reported no remaining Apollo Global Management position as of Q4 2014 after selling out during the quarter.
  • Arrow Financial sold 2,967 Apollo Global Management shares in Q4 2014, an estimated $71K.
  • Arrow Financial first reported a position in Apollo Global Management in Q3 2013 and held it in 5 quarters.
  • Arrow Financial's Apollo Global Management position peaked at $349K in Q1 2014.
  • 144 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2014.

Based on Arrow Financial's 13F filing for Q4 2014, filed 22 Jan 2015.