F
AAPL icon

FutureAdvisor’s Apple AAPL Stock Holding History

FutureAdvisor’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
Q3 		$1.99M Buy
72,316
+12,360
+21% +$362K 0.32% 33
2015
Q2 		$1.9M Buy
59,956
+812
+1% +$26K 0.33% 34
2015
Q1 		$1.83M Buy
59,144
+24,808
+72% +$749K 0.43% 34
2014
Q4 		$950K Buy
+34,336
New +$934K 0.32% 31

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

FutureAdvisor's AAPL Position: Q3 2015 in Review

FutureAdvisor increased its Apple (AAPL) stake by 21% in Q3 2015, buying an estimated $362K and bringing the position to 72,316 shares worth $1.99M. The position accounts for 0.32% of the portfolio, ranked #33.

FutureAdvisor first reported a position in AAPL in Q4 2014 and has held it in 4 quarters since. 2,305 funds tracked by Wall St. Rank hold AAPL as of Q3 2015.

  • FutureAdvisor held 72,316 shares of Apple worth $1.99M as of Q3 2015.
  • FutureAdvisor bought 12,360 Apple shares in Q3 2015, an estimated $362K.
  • Apple made up 0.32% of FutureAdvisor's portfolio in Q3 2015, its #33 holding.
  • FutureAdvisor first reported a position in Apple in Q4 2014 and has held it in 4 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Apple as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.