Financial & Investment Management Group’s Apple AAPL Stock Holding History

Financial & Investment Management Group’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
2018 Q4	$1.54M	Buy	39,152 +29,740	+316%	+$1.44M	0.56%	54
2018 Q3	$531K	Buy	+9,412	New	+$490K	0.17%	73
2018 Q1	–	Sell	-4,828	Closed	-$204K	–	98
2017 Q4	$204K	Buy	+4,828	New	+$202K	0.07%	76
2017 Q2	–	Sell	-10,148	Closed	-$364K	–	83
2017 Q1	$364K	Sell	10,148 -452	-4%	-$14.9K	0.12%	73
2016 Q4	$307K	Sell	10,600 -16,628	-61%	-$471K	0.12%	82
2016 Q3	$770K	Sell	27,228 -1,292	-5%	-$34.2K	0.25%	65
2016 Q2	$682K	Buy	+28,520	New	+$709K	0.21%	62
2015 Q1	–	Sell	-13,132	Closed	-$362K	–	129
2014 Q4	$362K	Hold	13,132	–	–	0.1%	101
2014 Q3	$331K	Buy	+13,132	New	+$322K	0.1%	98
2014 Q2	–	Sell	-23,912	Closed	-$459K	–	106
2014 Q1	$459K	Sell	23,912 -32,732	-58%	-$623K	0.13%	90
2013 Q4	$1.14M	Buy	56,644 +2,520	+5%	+$47.6K	0.36%	63
2013 Q3	$922K	Sell	54,124 -8,876	-14%	-$147K	0.35%	52
2013 Q2	$892K	Buy	+63,000	New	+$969K	0.5%	39

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial & Investment Management Group's AAPL Position: Q4 2018 in Review

Financial & Investment Management Group increased its Apple (AAPL) stake by 316% in Q4 2018, buying an estimated $1.44M and bringing the position to 39,152 shares worth $1.54M. The position accounts for 0.56% of the portfolio, ranked #54.

Financial & Investment Management Group first reported a position in AAPL in Q2 2013 and has held it in 13 quarters since. 3,039 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

Financial & Investment Management Group held 39,152 shares of Apple worth $1.54M as of Q4 2018.
Financial & Investment Management Group bought 29,740 Apple shares in Q4 2018, an estimated $1.44M.
Apple made up 0.56% of Financial & Investment Management Group's portfolio in Q4 2018, its #54 holding.
Financial & Investment Management Group first reported a position in Apple in Q2 2013 and has held it in 13 quarters since.
3,039 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.