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Cetera Investment Management’s Apple AAPL Stock Holding History

Cetera Investment Management’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
-30,644
Closed -$1.1M – 1
2017
Q2 		$1.1M Sell
30,644
-10,348
-25% -$383K 1.4% 20
2017
Q1 		$1.47M Sell
40,992
-27,156
-40% -$894K 1.69% 16
2016
Q4 		$1.97M Sell
68,148
-47,488
-41% -$1.35M 1.48% 16
2016
Q3 		$3.27M Sell
115,636
-10,648
-8% -$282K 2.1% 12
2016
Q2 		$3.02M Sell
126,284
-1,928
-2% -$47.9K 1.78% 14
2016
Q1 		$3.51M Sell
128,212
-3,016
-2% -$75.1K 1.82% 15
2015
Q4 		$3.46M Buy
+131,228
New +$3.75M 1.39% 19

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

Cetera Investment Management's AAPL Position: Q3 2017 in Review

Cetera Investment Management sold out of Apple (AAPL) in Q3 2017, closing a stake of 30,644 shares — an estimated $1.1M sold.

Cetera Investment Management first reported a position in AAPL in Q4 2015 and held it in 7 quarters. The position peaked at $3.51M in Q1 2016. 2,529 funds tracked by Wall St. Rank hold AAPL as of Q3 2017.

  • Cetera Investment Management reported no remaining Apple position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 30,644 Apple shares in Q3 2017, an estimated $1.1M.
  • Cetera Investment Management first reported a position in Apple in Q4 2015 and held it in 7 quarters.
  • Cetera Investment Management's Apple position peaked at $3.51M in Q1 2016.
  • 2,529 funds tracked by Wall St. Rank held Apple as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.