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Bush ODonnell Investment Advisors’s Apple AAPL Stock Holding History

Bush ODonnell Investment 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
2017
Q3 		– Sell
-10,780
Closed -$388K – 50
2017
Q2 		$388K Hold
10,780
– – 0.24% 44
2017
Q1 		$387K Hold
10,780
– – 0.24% 44
2016
Q4 		$312K Hold
10,780
– – 0.21% 44
2016
Q3 		$305K Buy
10,780
+2,100
+24% +$55.6K 0.2% 44
2016
Q2 		$207K Buy
+8,680
New +$216K 0.14% 47
2015
Q4 		– Sell
-7,280
Closed -$201K – 45
2015
Q3 		$201K Buy
+7,280
New +$213K 0.14% 44

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bush ODonnell Investment Advisors's AAPL Position: Q3 2017 in Review

Bush ODonnell Investment Advisors sold out of Apple (AAPL) in Q3 2017, closing a stake of 10,780 shares — an estimated $388K sold.

Bush ODonnell Investment Advisors first reported a position in AAPL in Q3 2015 and held it in 6 quarters. The position peaked at $388K in Q2 2017. 2,529 funds tracked by Wall St. Rank hold AAPL as of Q3 2017.

  • Bush ODonnell Investment Advisors reported no remaining Apple position as of Q3 2017 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 10,780 Apple shares in Q3 2017, an estimated $388K.
  • Bush ODonnell Investment Advisors first reported a position in Apple in Q3 2015 and held it in 6 quarters.
  • Bush ODonnell Investment Advisors's Apple position peaked at $388K in Q2 2017.
  • 2,529 funds tracked by Wall St. Rank held Apple as of Q3 2017.

Based on Bush ODonnell Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.