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Cleary Gull’s Apple AAPL Stock Holding History

Cleary Gull’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
2015
Q1 		$131K Buy
+4,204
New +$127K 0.12% 25

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cleary Gull's AAPL Position: Q1 2015 in Review

Cleary Gull opened a new position in Apple (AAPL) in Q1 2015: 4,204 shares worth $131K. The stake represents 0.12% of the portfolio and ranks #25 among its holdings.

2,332 funds tracked by Wall St. Rank hold AAPL as of Q1 2015.

  • Cleary Gull held 4,204 shares of Apple worth $131K as of Q1 2015.
  • Apple was a new Cleary Gull position in Q1 2015.
  • Apple made up 0.12% of Cleary Gull's portfolio in Q1 2015, its #25 holding.
  • 2,332 funds tracked by Wall St. Rank held Apple as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.