Boston Advisors’s Artisan Partners APAM Stock Holding History

Boston Advisors’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$302K	Buy	10,700 +500	+5%	+$14K	0.02%	517
2019 Q2	$281K	Hold	10,200	–	–	0.02%	578
2019 Q1	$257K	Hold	10,200	–	–	0.01%	573
2018 Q4	$226K	Sell	10,200 -19,900	-66%	-$531K	0.01%	582
2018 Q3	$975K	Hold	30,100	–	–	0.04%	382
2018 Q2	$908K	Hold	30,100	–	–	0.02%	395
2018 Q1	$1M	Buy	30,100 +2,000	+7%	+$72.2K	0.03%	366
2017 Q4	$1.11M	Buy	28,100 +300	+1%	+$11.1K	0.02%	348
2017 Q3	$906K	Buy	27,800 +10,300	+59%	+$320K	0.02%	372
2017 Q2	$537K	Buy	+17,500	New	+$503K	0.01%	473

Other funds holding APAM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Boston Advisors's APAM Position: Q3 2019 in Review

Boston Advisors increased its Artisan Partners (APAM) stake by 4.9% in Q3 2019, buying an estimated $14K and bringing the position to 10,700 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #517.

Boston Advisors first reported a position in APAM in Q2 2017 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2017. 213 funds tracked by Wall St. Rank hold APAM as of Q3 2019.

Boston Advisors held 10,700 shares of Artisan Partners worth $302K as of Q3 2019.
Boston Advisors bought 500 Artisan Partners shares in Q3 2019, an estimated $14K.
Artisan Partners made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #517 holding.
Boston Advisors first reported a position in Artisan Partners in Q2 2017 and has held it in 10 quarters since.
Boston Advisors's Artisan Partners position peaked at $1.11M in Q4 2017.
213 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.