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First Personal Financial Services’s Apollo Global Management APO Stock Holding History

First Personal Financial Services’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-189
Closed -$6K – 668
2018
Q1 		$6K Buy
+189
New +$6.36K ﹤0.01% 891

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Personal Financial Services's APO Position: Q2 2018 in Review

First Personal Financial Services sold out of Apollo Global Management (APO) in Q2 2018, closing a stake of 189 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in APO in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 213 funds tracked by Wall St. Rank hold APO as of Q2 2018.

  • First Personal Financial Services reported no remaining Apollo Global Management position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 189 Apollo Global Management shares in Q2 2018, an estimated $6K.
  • First Personal Financial Services first reported a position in Apollo Global Management in Q1 2018 and held it in 1 quarter.
  • First Personal Financial Services's Apollo Global Management position peaked at $6K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.