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Endurance Wealth Management’s Advance Auto Parts AAP Stock Holding History

Endurance Wealth Management’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-50
Closed -$6K – 495
2017
Q2 		$6K Sell
50
-12
-19% -$1.65K ﹤0.01% 436
2017
Q1 		$9K Buy
+62
New +$9.96K ﹤0.01% 420
2016
Q4 		– Sell
-200
Closed -$30K – 487
2016
Q3 		$30K Sell
200
-16,888
-99% -$2.7M 0.01% 308
2016
Q2 		$2.76M Buy
17,088
+1,844
+12% +$285K 0.52% 52
2016
Q1 		$2.44M Buy
15,244
+10,185
+201% +$1.53M 0.34% 58
2015
Q4 		$761K Buy
+5,059
New +$879K 0.15% 110

Other funds holding AAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Endurance Wealth Management's AAP Position: Q3 2017 in Review

Endurance Wealth Management sold out of Advance Auto Parts (AAP) in Q3 2017, closing a stake of 50 shares — an estimated $6K sold.

Endurance Wealth Management first reported a position in AAP in Q4 2015 and held it in 6 quarters. The position peaked at $2.76M in Q2 2016. 420 funds tracked by Wall St. Rank hold AAP as of Q3 2017.

  • Endurance Wealth Management reported no remaining Advance Auto Parts position as of Q3 2017 after selling out during the quarter.
  • Endurance Wealth Management sold 50 Advance Auto Parts shares in Q3 2017, an estimated $6K.
  • Endurance Wealth Management first reported a position in Advance Auto Parts in Q4 2015 and held it in 6 quarters.
  • Endurance Wealth Management's Advance Auto Parts position peaked at $2.76M in Q2 2016.
  • 420 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2017.

Based on Endurance Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.