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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Artisan Partners APAM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-280
Closed -$9K – 434
2016
Q4 		$9K Hold
280
– – ﹤0.01% 330
2016
Q3 		$7K Hold
280
– – ﹤0.01% 322
2016
Q2 		$7K Buy
+280
New +$8.82K ﹤0.01% 294

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Genovese Burford & Brothers Wealth & Retirement Plan Management's APAM Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Artisan Partners (APAM) in Q1 2017, closing a stake of 280 shares — an estimated $9K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in APAM in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q4 2016. 180 funds tracked by Wall St. Rank hold APAM as of Q1 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Artisan Partners position as of Q1 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 280 Artisan Partners shares in Q1 2017, an estimated $9K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Artisan Partners in Q2 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Artisan Partners position peaked at $9K in Q4 2016.
  • 180 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.