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Broadview Advisors’s Artisan Partners APAM Stock Holding History

Broadview 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
Q2 		– Sell
-19,900
Closed -$501K – 73
2019
Q1 		$501K Buy
+19,900
New +$486K 0.14% 77

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Broadview Advisors's APAM Position: Q2 2019 in Review

Broadview Advisors sold out of Artisan Partners (APAM) in Q2 2019, closing a stake of 19,900 shares — an estimated $501K sold.

Broadview Advisors first reported a position in APAM in Q1 2019 and held it in 1 quarter. The position peaked at $501K in Q1 2019. 229 funds tracked by Wall St. Rank hold APAM as of Q2 2019.

  • Broadview Advisors reported no remaining Artisan Partners position as of Q2 2019 after selling out during the quarter.
  • Broadview Advisors sold 19,900 Artisan Partners shares in Q2 2019, an estimated $501K.
  • Broadview Advisors first reported a position in Artisan Partners in Q1 2019 and held it in 1 quarter.
  • Broadview Advisors's Artisan Partners position peaked at $501K in Q1 2019.
  • 229 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2019.

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