FI
AAPL icon

FCM Investments’s Apple AAPL Stock Holding History

FCM Investments’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
2017
Q4 		$144K Hold
3,400
– – 0.21% 14
2017
Q3 		$131K Sell
3,400
-206,736
-98% -$8.02M 0.16% 17
2017
Q2 		$7.57M Hold
210,136
– – 5.78% 4
2017
Q1 		$7.55M Sell
210,136
-16,720
-7% -$551K 4.76% 5
2016
Q4 		$6.57M Sell
226,856
-3,336
-1% -$94.6K 3.98% 6
2016
Q3 		$6.51M Sell
230,192
-1,800
-0.8% -$47.6K 3.65% 8
2016
Q2 		$5.54M Sell
231,992
-3,500
-1% -$87K 3.29% 8
2016
Q1 		$6.42M Sell
235,492
-13,200
-5% -$329K 3.42% 7
2015
Q4 		$6.54M Sell
248,692
-2,400
-1% -$68.6K 3.39% 8
2015
Q3 		$6.92M Sell
251,092
-4,448
-2% -$130K 3.41% 7
2015
Q2 		$8.01M Sell
255,540
-1,960
-0.8% -$62.7K 3.82% 6
2015
Q1 		$8.01M Sell
257,500
-8,880
-3% -$268K 3.87% 6
2014
Q4 		$7.35M Sell
266,380
-1,600
-0.6% -$43.5K 3.45% 7
2014
Q3 		$6.75M Buy
267,980
+20,880
+8% +$512K 3.07% 6
2014
Q2 		$5.74M Sell
247,100
-3,360
-1% -$71.5K 2.63% 7
2014
Q1 		$4.8M Sell
250,460
-14,000
-5% -$266K 2% 13
2013
Q4 		$5.3M Sell
264,460
-4,760
-2% -$89.9K 2.17% 15
2013
Q3 		$4.58M Sell
269,220
-1,960
-0.7% -$32.5K 1.84% 14
2013
Q2 		$3.84M Buy
+271,180
New +$4.17M 1.71% 18

Other funds holding AAPL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCM Investments's AAPL Position: Q4 2017 in Review

FCM Investments held its Apple (AAPL) position steady in Q4 2017 at 3,400 shares worth $144K. The position accounts for 0.21% of the portfolio, ranked #14.

FCM Investments first reported a position in AAPL in Q2 2013 and has held it in 19 quarters since. The position peaked at $8.01M in Q2 2015. 2,807 funds tracked by Wall St. Rank hold AAPL as of Q4 2017.

  • FCM Investments held 3,400 shares of Apple worth $144K as of Q4 2017.
  • FCM Investments left its Apple share count unchanged in Q4 2017.
  • Apple made up 0.21% of FCM Investments's portfolio in Q4 2017, its #14 holding.
  • FCM Investments first reported a position in Apple in Q2 2013 and has held it in 19 quarters since.
  • FCM Investments's Apple position peaked at $8.01M in Q2 2015.
  • 2,807 funds tracked by Wall St. Rank held Apple as of Q4 2017.

Based on FCM Investments's 13F filing for Q4 2017, filed 17 Jan 2018.