APP
ARI

Avantax Planning Partners’s Apollo Commercial Real Estate ARI Stock Holding History

Avantax Planning Partners’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-602
Closed -$11K – 317
2018
Q1 		$11K Buy
+602
New +$11K ﹤0.01% 987

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avantax Planning Partners's ARI Position: Q2 2018 in Review

Avantax Planning Partners sold out of Apollo Commercial Real Estate (ARI) in Q2 2018, closing a stake of 602 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in ARI in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 235 funds tracked by Wall St. Rank hold ARI as of Q2 2018.

  • Avantax Planning Partners reported no remaining Apollo Commercial Real Estate position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 602 Apollo Commercial Real Estate shares in Q2 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in Apollo Commercial Real Estate in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Apollo Commercial Real Estate position peaked at $11K in Q1 2018.
  • 235 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.