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Assured Investment Management’s Artisan Partners APAM Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-22,386
Closed -$563K – 96
2019
Q1 		$563K Buy
22,386
+15,049
+205% +$368K 0.01% 551
2018
Q4 		$162K Buy
+7,337
New +$196K ﹤0.01% 913
2018
Q3 		– Sell
-220
Closed -$7K – 1151
2018
Q2 		$7K Sell
220
-9,450
-98% -$307K ﹤0.01% 1144
2018
Q1 		$322K Buy
+9,670
New +$349K 0.01% 895

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Assured Investment Management's APAM Position: Q2 2019 in Review

Assured Investment Management sold out of Artisan Partners (APAM) in Q2 2019, closing a stake of 22,386 shares — an estimated $563K sold.

Assured Investment Management first reported a position in APAM in Q1 2018 and held it in 4 quarters. The position peaked at $563K in Q1 2019. 229 funds tracked by Wall St. Rank hold APAM as of Q2 2019.

  • Assured Investment Management reported no remaining Artisan Partners position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 22,386 Artisan Partners shares in Q2 2019, an estimated $563K.
  • Assured Investment Management first reported a position in Artisan Partners in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Artisan Partners position peaked at $563K in Q1 2019.
  • 229 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.