EisnerAmper Wealth Management Corporate Benefits’s Apple AAPL Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q4	–	Sell	-47,676	Closed	-$1.31M	–	29
2015 Q3	$1.31M	Buy	47,676 +11,268	+31%	+$330K	0.93%	23
2015 Q2	$1.14M	Buy	36,408 +11,684	+47%	+$374K	0.88%	21
2015 Q1	$769K	Buy	24,724 +1,028	+4%	+$31K	0.58%	26
2014 Q4	$653K	Buy	+23,696	New	+$645K	0.52%	41

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's AAPL Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Apple (AAPL) in Q4 2015, closing a stake of 47,676 shares — an estimated $1.31M sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in AAPL in Q4 2014 and held it in 4 quarters. The position peaked at $1.31M in Q3 2015. 2,400 funds tracked by Wall St. Rank hold AAPL as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Apple position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 47,676 Apple shares in Q4 2015, an estimated $1.31M.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Apple in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's Apple position peaked at $1.31M in Q3 2015.
2,400 funds tracked by Wall St. Rank held Apple as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.