FGC
ARI

Financial Gravity Companies’s Apollo Commercial Real Estate ARI Stock Holding History

Financial Gravity Companies’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$11K Buy
+601
New +$11.1K 0.01% 566
2018
Q1 		$41K Sell
2,276
-756
-25% -$13.8K 0.04% 359
2017
Q4 		$55K Buy
+3,032
New +$55.9K 0.06% 260

Other funds holding ARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Financial Gravity Companies's ARI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Apollo Commercial Real Estate (ARI) in Q4 2018: 601 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ARI as recently as Q1 2018.

Financial Gravity Companies first reported a position in ARI in Q4 2017 and has held it in 3 quarters since. The position peaked at $55K in Q4 2017. 252 funds tracked by Wall St. Rank hold ARI as of Q4 2018.

  • Financial Gravity Companies held 601 shares of Apollo Commercial Real Estate worth $11K as of Q4 2018.
  • Apollo Commercial Real Estate was a new Financial Gravity Companies position in Q4 2018.
  • Apollo Commercial Real Estate made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #566 holding.
  • Financial Gravity Companies first reported a position in Apollo Commercial Real Estate in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Apollo Commercial Real Estate position peaked at $55K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.