Delphi Private Advisors’s Apple AAPL Stock Holding History

Delphi Private 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
2019 Q2	$49K	Sell	992 -800	-45%	-$39K	0.25%	17
2019 Q1	$85K	Sell	1,792 -792	-31%	-$33.6K	0.45%	10
2018 Q4	$102K	Hold	2,584	–	–	0.57%	11
2018 Q3	$146K	Sell	2,584 -12	-0.5%	-$625	0.5%	18
2018 Q2	$120K	Buy	+2,596	New	+$118K	0.4%	18
2018 Q1	–	Sell	-4,700	Closed	-$199K	–	78
2017 Q4	$199K	Buy	4,700 +4,644	+8,293%	+$194K	0.49%	18
2017 Q3	$2K	Hold	56	–	–	0.01%	79
2017 Q2	$2K	Sell	56 -340	-86%	-$12.6K	﹤0.01%	108
2017 Q1	$14K	Sell	396 -2,560	-87%	-$84.3K	0.03%	68
2016 Q4	$86K	Sell	2,956 -836	-22%	-$23.7K	0.15%	30
2016 Q3	$107K	Sell	3,792 -2,056	-35%	-$54.4K	0.19%	23
2016 Q2	$140K	Buy	5,848 +276	+5%	+$6.86K	0.26%	19
2016 Q1	$152K	Sell	5,572 -932	-14%	-$23.2K	0.27%	16
2015 Q4	$171K	Buy	+6,504	New	+$186K	0.29%	19

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delphi Private Advisors's AAPL Position: Q2 2019 in Review

Delphi Private Advisors reduced its Apple (AAPL) stake by 45% in Q2 2019, selling an estimated $39K and leaving 992 shares worth $49K. The position accounts for 0.25% of the portfolio, ranked #17.

Delphi Private Advisors first reported a position in AAPL in Q4 2015 and has held it in 14 quarters since. The position peaked at $199K in Q4 2017. 3,008 funds tracked by Wall St. Rank hold AAPL as of Q2 2019.

Delphi Private Advisors held 992 shares of Apple worth $49K as of Q2 2019.
Delphi Private Advisors sold 800 Apple shares in Q2 2019, an estimated $39K.
Apple made up 0.25% of Delphi Private Advisors's portfolio in Q2 2019, its #17 holding.
Delphi Private Advisors first reported a position in Apple in Q4 2015 and has held it in 14 quarters since.
Delphi Private Advisors's Apple position peaked at $199K in Q4 2017.
3,008 funds tracked by Wall St. Rank held Apple as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.