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Capital Directions Investment Advisors’s Apple AAPL Stock Holding History

Capital Directions 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
2018
Q3 		– Sell
-2,660
Closed -$123K – 145
2018
Q2 		$123K Buy
+2,660
New +$121K 0.06% 47

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Directions Investment Advisors's AAPL Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of Apple (AAPL) in Q3 2018, closing a stake of 2,660 shares — an estimated $123K sold.

Capital Directions Investment Advisors first reported a position in AAPL in Q2 2018 and held it in 1 quarter. The position peaked at $123K in Q2 2018. 2,832 funds tracked by Wall St. Rank hold AAPL as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining Apple position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 2,660 Apple shares in Q3 2018, an estimated $123K.
  • Capital Directions Investment Advisors first reported a position in Apple in Q2 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Apple position peaked at $123K in Q2 2018.
  • 2,832 funds tracked by Wall St. Rank held Apple as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.