FDx Advisors’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,470
| Closed | -$436K | – | 561 |
|
|
2018
Q3 | $436K | Buy |
13,470
+3,628
| +37% | +$118K | 0.02% | 559 |
|
|
2018
Q2 | $297K | Sell |
9,842
-12,778
| -56% | -$415K | 0.01% | 727 |
|
|
2018
Q1 | $753K | Buy |
22,620
+534
| +2% | +$19.3K | 0.02% | 606 |
|
|
2017
Q4 | $872K | Buy |
22,086
+571
| +3% | +$21.2K | 0.02% | 595 |
|
|
2017
Q3 | $701K | Buy |
21,515
+373
| +2% | +$11.6K | 0.02% | 655 |
|
|
2017
Q2 | $649K | Buy |
21,142
+474
| +2% | +$13.6K | 0.02% | 670 |
|
|
2017
Q1 | $570K | Sell |
20,668
-2,694
| -12% | -$77.3K | 0.02% | 738 |
|
|
2016
Q4 | $695K | Buy |
23,362
+4,445
| +23% | +$127K | 0.02% | 647 |
|
|
2016
Q3 | $515K | Buy |
18,917
+3,089
| +20% | +$84.3K | 0.02% | 607 |
|
|
2016
Q2 | $438K | Sell |
15,828
-990
| -6% | -$31.2K | 0.02% | 641 |
|
|
2016
Q1 | $519K | Buy |
16,818
+2,208
| +15% | +$64.5K | 0.02% | 568 |
|
|
2015
Q4 | $527K | Buy |
14,610
+2,072
| +17% | +$76.5K | 0.02% | 546 |
|
|
2015
Q3 | $442K | Sell |
12,538
-3,063
| -20% | -$132K | 0.04% | 496 |
|
|
2015
Q2 | $725K | Buy |
15,601
+101
| +0.7% | +$4.62K | 0.04% | 435 |
|
|
2015
Q1 | $705K | Sell |
15,500
-2,553
| -14% | -$121K | 0.02% | 756 |
|
|
2014
Q4 | $912K | Buy |
18,053
+1,624
| +10% | +$81K | 0.06% | 335 |
|
|
2014
Q3 | $855K | Buy |
16,429
+4,028
| +32% | +$217K | 0.06% | 373 |
|
|
2014
Q2 | $703K | Sell |
12,401
-293
| -2% | -$16.8K | 0.05% | 452 |
|
|
2014
Q1 | $816K | Buy |
12,694
+1,291
| +11% | +$83K | 0.07% | 297 |
|
|
2013
Q4 | $743K | Buy |
11,403
+136
| +1% | +$8.11K | 0.07% | 262 |
|
|
2013
Q3 | $590K | Sell |
11,267
-434
| -4% | -$22.3K | 0.07% | 260 |
|
|
2013
Q2 | $584K | Buy |
+11,701
| New | +$525K | 0.08% | 226 |
|
Other funds holding APAM
CCP
CCM
