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FDx Advisors’s Artisan Partners APAM Stock Holding History

FDx Advisors’s Portfolio APAM Stock Details APAM Fund Activity
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FDx Advisors's APAM Position: Q4 2018 in Review

FDx Advisors sold out of Artisan Partners (APAM) in Q4 2018, closing a stake of 13,470 shares — an estimated $436K sold.

FDx Advisors first reported a position in APAM in Q2 2013 and held it in 22 quarters. The position peaked at $912K in Q4 2014. 198 funds tracked by Wall St. Rank hold APAM as of Q4 2018.

  • FDx Advisors reported no remaining Artisan Partners position as of Q4 2018 after selling out during the quarter.
  • FDx Advisors sold 13,470 Artisan Partners shares in Q4 2018, an estimated $436K.
  • FDx Advisors first reported a position in Artisan Partners in Q2 2013 and held it in 22 quarters.
  • FDx Advisors's Artisan Partners position peaked at $912K in Q4 2014.
  • 198 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.