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First Mercantile Trust’s Apollo Commercial Real Estate ARI Stock Holding History

First Mercantile Trust’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
2016
Q3 		– Sell
-5,250
Closed -$84K – 827
2016
Q2 		$84K Sell
5,250
-300
-5% -$4.82K 0.01% 779
2016
Q1 		$90K Buy
5,550
+1,350
+32% +$21.7K 0.01% 763
2015
Q4 		$72K Sell
4,200
-450
-10% -$7.67K 0.01% 869
2015
Q3 		$73K Sell
4,650
-100
-2% -$1.66K 0.01% 882
2015
Q2 		$78K Hold
4,750
– – 0.01% 904
2015
Q1 		$82K Sell
4,750
-350
-7% -$5.89K 0.01% 895
2014
Q4 		$83K Sell
5,100
-200
-4% -$3.28K 0.01% 885
2014
Q3 		$83K Sell
5,300
-2,500
-32% -$41.4K 0.01% 921
2014
Q2 		$129K Hold
7,800
– – 0.01% 791
2014
Q1 		$130K Buy
7,800
+3,250
+71% +$54.1K 0.01% 879
2013
Q4 		$74K Buy
+4,550
New +$73.8K 0.01% 883

Other funds holding ARI

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Mercantile Trust's ARI Position: Q3 2016 in Review

First Mercantile Trust sold out of Apollo Commercial Real Estate (ARI) in Q3 2016, closing a stake of 5,250 shares — an estimated $84K sold.

First Mercantile Trust first reported a position in ARI in Q4 2013 and held it in 11 quarters. The position peaked at $130K in Q1 2014. 180 funds tracked by Wall St. Rank hold ARI as of Q3 2016.

  • First Mercantile Trust reported no remaining Apollo Commercial Real Estate position as of Q3 2016 after selling out during the quarter.
  • First Mercantile Trust sold 5,250 Apollo Commercial Real Estate shares in Q3 2016, an estimated $84K.
  • First Mercantile Trust first reported a position in Apollo Commercial Real Estate in Q4 2013 and held it in 11 quarters.
  • First Mercantile Trust's Apollo Commercial Real Estate position peaked at $130K in Q1 2014.
  • 180 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q3 2016.

Based on First Mercantile Trust's 13F filing for Q3 2016, filed 7 Oct 2016.