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Capital Planning Advisors’s Advance Auto Parts AAP Stock Holding History

Capital Planning Advisors’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,410
Closed -$654K – 131
2017
Q1 		$654K Sell
4,410
-80
-2% -$12.9K 0.32% 63
2016
Q4 		$759K Sell
4,490
-190
-4% -$29.9K 0.41% 54
2016
Q3 		$698K Buy
+4,680
New +$748K 0.37% 59

Other funds holding AAP

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Capital Planning Advisors's AAP Position: Q2 2017 in Review

Capital Planning Advisors sold out of Advance Auto Parts (AAP) in Q2 2017, closing a stake of 4,410 shares — an estimated $654K sold.

Capital Planning Advisors first reported a position in AAP in Q3 2016 and held it in 3 quarters. The position peaked at $759K in Q4 2016. 442 funds tracked by Wall St. Rank hold AAP as of Q2 2017.

  • Capital Planning Advisors reported no remaining Advance Auto Parts position as of Q2 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 4,410 Advance Auto Parts shares in Q2 2017, an estimated $654K.
  • Capital Planning Advisors first reported a position in Advance Auto Parts in Q3 2016 and held it in 3 quarters.
  • Capital Planning Advisors's Advance Auto Parts position peaked at $759K in Q4 2016.
  • 442 funds tracked by Wall St. Rank held Advance Auto Parts as of Q2 2017.

Based on Capital Planning Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.