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Bellwether Investment Group’s Apple AAPL Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$650K Buy
15,352
+1,488
+11% +$62.2K 2.61% 7
2017
Q3 		$534K Buy
13,864
+516
+4% +$20K 2.51% 8
2017
Q2 		$480K Buy
13,348
+328
+3% +$12.1K 2.22% 13
2017
Q1 		$468K Sell
13,020
-21,548
-62% -$710K 1.23% 12
2016
Q4 		$1M Buy
+34,568
New +$980K 0.9% 14
2016
Q2 		$1.21M Buy
+50,532
New +$1.26M 1.32% 12

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Investment Group's AAPL Position: Q4 2017 in Review

Bellwether Investment Group increased its Apple (AAPL) stake by 11% in Q4 2017, buying an estimated $62.2K and bringing the position to 15,352 shares worth $650K. The position accounts for 2.61% of the portfolio, ranked #7.

Bellwether Investment Group first reported a position in AAPL in Q2 2016 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2016. 2,807 funds tracked by Wall St. Rank hold AAPL as of Q4 2017.

  • Bellwether Investment Group held 15,352 shares of Apple worth $650K as of Q4 2017.
  • Bellwether Investment Group bought 1,488 Apple shares in Q4 2017, an estimated $62.2K.
  • Apple made up 2.61% of Bellwether Investment Group's portfolio in Q4 2017, its #7 holding.
  • Bellwether Investment Group first reported a position in Apple in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's Apple position peaked at $1.21M in Q2 2016.
  • 2,807 funds tracked by Wall St. Rank held Apple as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.