Atherton Lane Advisers’s Apple AAPL Stock Holding History

Atherton Lane Advisers’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$3.2M	Buy	121,632 +13,780	+13%	+$394K	0.19%	70
2015 Q3	$2.97M	Buy	107,852 +724	+0.7%	+$21.2K	0.19%	68
2015 Q2	$3.36M	Buy	107,128 +480	+0.5%	+$15.4K	0.19%	69
2015 Q1	$3.32M	Buy	106,648 +4,336	+4%	+$131K	0.18%	74
2014 Q4	$2.82M	Sell	102,312 -10,020	-9%	-$273K	0.15%	76
2014 Q3	$2.83M	Buy	112,332 +5,540	+5%	+$136K	0.16%	78
2014 Q2	$2.48M	Sell	106,792 -2,268	-2%	-$48.3K	0.14%	79
2014 Q1	$2.09M	Sell	109,060 -17,752	-14%	-$338K	0.13%	76
2013 Q4	$2.54M	Buy	126,812 +6,048	+5%	+$114K	0.16%	75
2013 Q3	$2.06M	Sell	120,764 -35,840	-23%	-$594K	0.14%	70
2013 Q2	$2.22M	Buy	+156,604	New	+$2.41M	0.16%	65

Other funds holding AAPL

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atherton Lane Advisers's AAPL Position: Q4 2015 in Review

Atherton Lane Advisers increased its Apple (AAPL) stake by 13% in Q4 2015, buying an estimated $394K and bringing the position to 121,632 shares worth $3.2M. The position accounts for 0.19% of the portfolio, ranked #70.

Atherton Lane Advisers first reported a position in AAPL in Q2 2013 and has held it in 11 quarters since. The position peaked at $3.36M in Q2 2015. 2,400 funds tracked by Wall St. Rank hold AAPL as of Q4 2015.

Atherton Lane Advisers held 121,632 shares of Apple worth $3.2M as of Q4 2015.
Atherton Lane Advisers bought 13,780 Apple shares in Q4 2015, an estimated $394K.
Apple made up 0.19% of Atherton Lane Advisers's portfolio in Q4 2015, its #70 holding.
Atherton Lane Advisers first reported a position in Apple in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's Apple position peaked at $3.36M in Q2 2015.
2,400 funds tracked by Wall St. Rank held Apple as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.