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Castle Ridge Investment Management’s Apple Hospitality REIT APLE Stock Holding History

Castle Ridge Investment Management’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-167,600
Closed -$3.1M – 29
2016
Q3 		$3.1M Buy
+167,600
New +$3.26M 1.47% 24

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Castle Ridge Investment Management's APLE Position: Q4 2016 in Review

Castle Ridge Investment Management sold out of Apple Hospitality REIT (APLE) in Q4 2016, closing a stake of 167,600 shares — an estimated $3.1M sold.

Castle Ridge Investment Management first reported a position in APLE in Q3 2016 and held it in 1 quarter. The position peaked at $3.1M in Q3 2016. 193 funds tracked by Wall St. Rank hold APLE as of Q4 2016.

  • Castle Ridge Investment Management reported no remaining Apple Hospitality REIT position as of Q4 2016 after selling out during the quarter.
  • Castle Ridge Investment Management sold 167,600 Apple Hospitality REIT shares in Q4 2016, an estimated $3.1M.
  • Castle Ridge Investment Management first reported a position in Apple Hospitality REIT in Q3 2016 and held it in 1 quarter.
  • Castle Ridge Investment Management's Apple Hospitality REIT position peaked at $3.1M in Q3 2016.
  • 193 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2016.

Based on Castle Ridge Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.