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Evermay Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Evermay Wealth Management’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,130
Closed -$218K – 136
2017
Q4 		$218K Buy
+11,130
New +$215K 0.08% 127

Other funds holding APLE

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evermay Wealth Management's APLE Position: Q1 2018 in Review

Evermay Wealth Management sold out of Apple Hospitality REIT (APLE) in Q1 2018, closing a stake of 11,130 shares — an estimated $218K sold.

Evermay Wealth Management first reported a position in APLE in Q4 2017 and held it in 1 quarter. The position peaked at $218K in Q4 2017. 236 funds tracked by Wall St. Rank hold APLE as of Q1 2018.

  • Evermay Wealth Management reported no remaining Apple Hospitality REIT position as of Q1 2018 after selling out during the quarter.
  • Evermay Wealth Management sold 11,130 Apple Hospitality REIT shares in Q1 2018, an estimated $218K.
  • Evermay Wealth Management first reported a position in Apple Hospitality REIT in Q4 2017 and held it in 1 quarter.
  • Evermay Wealth Management's Apple Hospitality REIT position peaked at $218K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2018.

Based on Evermay Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.