EWM
ARI

Elite Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Elite Wealth Management’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-900
Closed -$14K – 102
2014
Q3 		$14K Hold
900
– – 0.01% 230
2014
Q2 		$15K Hold
900
– – 0.02% 199
2014
Q1 		$15K Hold
900
– – 0.01% 215
2013
Q4 		$15K Sell
900
-500
-36% -$8.11K 0.01% 309
2013
Q3 		$21K Hold
1,400
– – 0.02% 236
2013
Q2 		$22K Buy
+1,400
New +$24.1K 0.03% 175

Other funds holding ARI

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elite Wealth Management's ARI Position: Q4 2014 in Review

Elite Wealth Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2014, closing a stake of 900 shares — an estimated $14K sold.

Elite Wealth Management first reported a position in ARI in Q2 2013 and held it in 6 quarters. The position peaked at $22K in Q2 2013. 142 funds tracked by Wall St. Rank hold ARI as of Q4 2014.

  • Elite Wealth Management reported no remaining Apollo Commercial Real Estate position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 900 Apollo Commercial Real Estate shares in Q4 2014, an estimated $14K.
  • Elite Wealth Management first reported a position in Apollo Commercial Real Estate in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Apollo Commercial Real Estate position peaked at $22K in Q2 2013.
  • 142 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.