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Broadview Advisors’s Apple AAPL Stock Holding History

Broadview Advisors’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
2019
Q2 		– Sell
-16,000
Closed -$760K – 71
2019
Q1 		$760K Hold
16,000
– – 0.21% 70
2018
Q4 		$631K Buy
+16,000
New +$776K 0.18% 67
2014
Q4 		– Sell
-36,400
Closed -$917K – 95
2014
Q3 		$917K Sell
36,400
-1,400
-4% -$34.4K 0.1% 79
2014
Q2 		$878K Sell
37,800
-5,600
-13% -$119K 0.09% 86
2014
Q1 		$832K Sell
43,400
-2,800
-6% -$53.3K 0.08% 91
2013
Q4 		$926K Hold
46,200
– – 0.1% 83
2013
Q3 		$787K Hold
46,200
– – 0.09% 94
2013
Q2 		$654K Buy
+46,200
New +$711K 0.09% 92

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadview Advisors's AAPL Position: Q2 2019 in Review

Broadview Advisors sold out of Apple (AAPL) in Q2 2019, closing a stake of 16,000 shares — an estimated $760K sold.

Broadview Advisors first reported a position in AAPL in Q2 2013 and held it in 8 quarters. The position peaked at $926K in Q4 2013. 3,008 funds tracked by Wall St. Rank hold AAPL as of Q2 2019.

  • Broadview Advisors reported no remaining Apple position as of Q2 2019 after selling out during the quarter.
  • Broadview Advisors sold 16,000 Apple shares in Q2 2019, an estimated $760K.
  • Broadview Advisors first reported a position in Apple in Q2 2013 and held it in 8 quarters.
  • Broadview Advisors's Apple position peaked at $926K in Q4 2013.
  • 3,008 funds tracked by Wall St. Rank held Apple as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.