AIM
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Assured Investment Management’s AppFolio APPF Stock Holding History

Assured Investment Management’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-9,460
Closed -$578K – 1152
2018
Q2 		$578K Sell
9,460
-22,053
-70% -$1.2M 0.01% 772
2018
Q1 		$1.29M Buy
+31,513
New +$1.31M 0.03% 461

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WEO
William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Assured Investment Management's APPF Position: Q3 2018 in Review

Assured Investment Management sold out of AppFolio (APPF) in Q3 2018, closing a stake of 9,460 shares — an estimated $578K sold.

Assured Investment Management first reported a position in APPF in Q1 2018 and held it in 2 quarters. The position peaked at $1.29M in Q1 2018. 136 funds tracked by Wall St. Rank hold APPF as of Q3 2018.

  • Assured Investment Management reported no remaining AppFolio position as of Q3 2018 after selling out during the quarter.
  • Assured Investment Management sold 9,460 AppFolio shares in Q3 2018, an estimated $578K.
  • Assured Investment Management first reported a position in AppFolio in Q1 2018 and held it in 2 quarters.
  • Assured Investment Management's AppFolio position peaked at $1.29M in Q1 2018.
  • 136 funds tracked by Wall St. Rank held AppFolio as of Q3 2018.

Based on Assured Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.