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Edge Advisors’s Apple AAPL Stock Holding History

Edge 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
2018
Q2 		$3.89M Sell
84,120
-32
-0% -$1.45K 0.35% 74
2018
Q1 		$3.53M Buy
84,152
+2,400
+3% +$103K 0.33% 76
2017
Q4 		$3.46M Sell
81,752
-936
-1% -$39.1K 0.34% 77
2017
Q3 		$3.19M Sell
82,688
-125,800
-60% -$4.88M 0.35% 72
2017
Q2 		$7.5M Sell
208,488
-30,600
-13% -$1.13M 0.85% 24
2017
Q1 		$8.59M Buy
239,088
+16,756
+8% +$552K 1.05% 15
2016
Q4 		$6.44M Buy
+222,332
New +$6.3M 0.83% 25

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Edge Advisors's AAPL Position: Q2 2018 in Review

Edge Advisors reduced its Apple (AAPL) stake by 0.04% in Q2 2018, selling an estimated $1.45K and leaving 84,120 shares worth $3.89M. The position accounts for 0.35% of the portfolio, ranked #74.

Edge Advisors first reported a position in AAPL in Q4 2016 and has held it in 7 quarters since. The position peaked at $8.59M in Q1 2017. 2,782 funds tracked by Wall St. Rank hold AAPL as of Q2 2018.

  • Edge Advisors held 84,120 shares of Apple worth $3.89M as of Q2 2018.
  • Edge Advisors sold 32 Apple shares in Q2 2018, an estimated $1.45K.
  • Apple made up 0.35% of Edge Advisors's portfolio in Q2 2018, its #74 holding.
  • Edge Advisors first reported a position in Apple in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Apple position peaked at $8.59M in Q1 2017.
  • 2,782 funds tracked by Wall St. Rank held Apple as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.