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Founders Bank & Trust’s Apple AAPL Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$337K Hold
12,216
– – 0.18% 80
2014
Q3 		$308K Buy
12,216
+180
+1% +$4.42K 0.17% 80
2014
Q2 		$280K Sell
12,036
-368
-3% -$7.83K 0.16% 82
2014
Q1 		$238K Hold
12,404
– – 0.14% 88
2013
Q4 		$227K Buy
12,404
+5,656
+84% +$107K 0.13% 88
2013
Q3 		$115K Buy
6,748
+1,260
+23% +$20.9K 0.06% 109
2013
Q2 		$78K Buy
+5,488
New +$84.4K 0.04% 124

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Founders Bank & Trust's AAPL Position: Q4 2014 in Review

Founders Bank & Trust held its Apple (AAPL) position steady in Q4 2014 at 12,216 shares worth $337K. The position accounts for 0.18% of the portfolio, ranked #80.

Founders Bank & Trust first reported a position in AAPL in Q2 2013 and has held it in 7 quarters since. 2,295 funds tracked by Wall St. Rank hold AAPL as of Q4 2014.

  • Founders Bank & Trust held 12,216 shares of Apple worth $337K as of Q4 2014.
  • Founders Bank & Trust left its Apple share count unchanged in Q4 2014.
  • Apple made up 0.18% of Founders Bank & Trust's portfolio in Q4 2014, its #80 holding.
  • Founders Bank & Trust first reported a position in Apple in Q2 2013 and has held it in 7 quarters since.
  • 2,295 funds tracked by Wall St. Rank held Apple as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.