First Western Capital Management’s Apple AAPL Stock Holding History

First Western Capital Management’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
2019 Q2	–	Sell	-5,112	Closed	-$243K	–	26
2019 Q1	$243K	Sell	5,112 -19,404	-79%	-$823K	3.46%	22
2018 Q4	$967K	Sell	24,516 -9,048	-27%	-$439K	8.78%	1
2018 Q3	$1.89M	Sell	33,564 -668	-2%	-$34.8K	8.51%	1
2018 Q2	$1.58M	Buy	34,232 +1,416	+4%	+$64.2K	7.16%	1
2018 Q1	$1.38M	Sell	32,816 -2,008	-6%	-$86.4K	6.53%	1
2017 Q4	$1.47M	Hold	34,824	–	–	0.84%	40
2017 Q3	$1.34M	Sell	34,824 -388	-1%	-$15.1K	0.82%	39
2017 Q2	$1.27M	Sell	35,212 -20,084	-36%	-$743K	0.77%	41
2017 Q1	$1.99M	Sell	55,296 -31,324	-36%	-$1.03M	1.2%	39
2016 Q4	$2.51M	Sell	86,620 -82,212	-49%	-$2.33M	1.36%	32
2016 Q3	$4.77M	Sell	168,832 -24,816	-13%	-$657K	1.86%	11
2016 Q2	$4.63M	Sell	193,648 -14,916	-7%	-$371K	1.69%	16
2016 Q1	$5.68M	Sell	208,564 -39,292	-16%	-$979K	2.02%	10
2015 Q4	$6.52M	Buy	247,856 +5,292	+2%	+$151K	2.04%	11
2015 Q3	$6.69M	Buy	242,564 +66,160	+38%	+$1.94M	2.23%	6
2015 Q2	$5.53M	Sell	176,404 -36,000	-17%	-$1.15M	1.77%	10
2015 Q1	$6.61M	Buy	212,404 +4,788	+2%	+$145K	1.98%	8
2014 Q4	$5.73M	Sell	207,616 -25,712	-11%	-$700K	1.69%	11
2014 Q3	$5.88M	Buy	233,328 +23,844	+11%	+$585K	1.74%	10
2014 Q2	$4.87M	Buy	209,484 +12,784	+6%	+$272K	1.61%	14
2014 Q1	$3.77M	Sell	196,700 -10,444	-5%	-$199K	1.33%	28
2013 Q4	$4.15M	Buy	+207,144	New	+$3.91M	1.44%	19

Other funds holding AAPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Western Capital Management's AAPL Position: Q2 2019 in Review

First Western Capital Management sold out of Apple (AAPL) in Q2 2019, closing a stake of 5,112 shares — an estimated $243K sold.

First Western Capital Management first reported a position in AAPL in Q4 2013 and held it in 22 quarters. The position peaked at $6.69M in Q3 2015. 3,008 funds tracked by Wall St. Rank hold AAPL as of Q2 2019.

First Western Capital Management reported no remaining Apple position as of Q2 2019 after selling out during the quarter.
First Western Capital Management sold 5,112 Apple shares in Q2 2019, an estimated $243K.
First Western Capital Management first reported a position in Apple in Q4 2013 and held it in 22 quarters.
First Western Capital Management's Apple position peaked at $6.69M in Q3 2015.
3,008 funds tracked by Wall St. Rank held Apple as of Q2 2019.

Based on First Western Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.