Fusion Investment Group’s Apple AAPL Stock Holding History

Fusion Investment 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
2015 Q4	$949K	Buy	36,012 +824	+2%	+$23.5K	2.54%	9
2015 Q3	$970K	Sell	35,188 -4,288	-11%	-$126K	2.29%	8
2015 Q2	$1.24M	Sell	39,476 -852	-2%	-$27.3K	0.96%	17
2015 Q1	$1.25M	Sell	40,328 -6,424	-14%	-$194K	1%	16
2014 Q4	$1.29M	Buy	46,752 +8,876	+23%	+$241K	1.09%	14
2014 Q3	$954K	Sell	37,876 -13,444	-26%	-$330K	0.83%	18
2014 Q2	$1.19M	Buy	51,320 +17,972	+54%	+$382K	1.03%	15
2014 Q1	$640K	Buy	33,348 +29,708	+816%	+$565K	0.65%	25
2013 Q4	$73K	Buy	+3,640	New	+$68.8K	0.05%	144

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fusion Investment Group's AAPL Position: Q4 2015 in Review

Fusion Investment Group increased its Apple (AAPL) stake by 2.3% in Q4 2015, buying an estimated $23.5K and bringing the position to 36,012 shares worth $949K. The position accounts for 2.54% of the portfolio, ranked #9.

Fusion Investment Group first reported a position in AAPL in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.29M in Q4 2014. 2,401 funds tracked by Wall St. Rank hold AAPL as of Q4 2015.

Fusion Investment Group held 36,012 shares of Apple worth $949K as of Q4 2015.
Fusion Investment Group bought 824 Apple shares in Q4 2015, an estimated $23.5K.
Apple made up 2.54% of Fusion Investment Group's portfolio in Q4 2015, its #9 holding.
Fusion Investment Group first reported a position in Apple in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's Apple position peaked at $1.29M in Q4 2014.
2,401 funds tracked by Wall St. Rank held Apple as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.