BOPW
ARI

Brandywine Oak Private Wealth’s Apollo Commercial Real Estate ARI Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-2,562
Closed -$42K – 244
2018
Q4 		$42K Buy
+2,562
New +$47.3K 0.01% 385

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brandywine Oak Private Wealth's ARI Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Apollo Commercial Real Estate (ARI) in Q1 2019, closing a stake of 2,562 shares — an estimated $42K sold.

Brandywine Oak Private Wealth first reported a position in ARI in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 249 funds tracked by Wall St. Rank hold ARI as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Apollo Commercial Real Estate position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 2,562 Apollo Commercial Real Estate shares in Q1 2019, an estimated $42K.
  • Brandywine Oak Private Wealth first reported a position in Apollo Commercial Real Estate in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Apollo Commercial Real Estate position peaked at $42K in Q4 2018.
  • 249 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.