BWFA
APOL

Baltimore-Washington Financial Advisors’s Apollo Education Group Inc Class A APOL Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio APOL Stock Details APOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-33
Closed -$1K – 319
2013
Q4 		$1K Buy
+33
New +$819 ﹤0.01% 301

Other funds holding APOL

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baltimore-Washington Financial Advisors's APOL Position: Q1 2014 in Review

Baltimore-Washington Financial Advisors sold out of Apollo Education Group Inc Class A (APOL) in Q1 2014, closing a stake of 33 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in APOL in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 302 funds tracked by Wall St. Rank hold APOL as of Q1 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Apollo Education Group Inc Class A position as of Q1 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 33 Apollo Education Group Inc Class A shares in Q1 2014, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in Apollo Education Group Inc Class A in Q4 2013 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Apollo Education Group Inc Class A position peaked at $1K in Q4 2013.
  • 302 funds tracked by Wall St. Rank held Apollo Education Group Inc Class A as of Q1 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.