Goldstein Munger & Associates’s Apple AAPL Stock Holding History

Goldstein Munger & Associates’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
2017 Q2	–	Sell	-30,104	Closed	-$1.08M	–	35
2017 Q1	$1.08M	Hold	30,104	–	–	0.48%	22
2016 Q4	$872K	Hold	30,104	–	–	0.39%	22
2016 Q3	$851K	Sell	30,104 -300	-1%	-$7.94K	0.39%	22
2016 Q2	$727K	Hold	30,404	–	–	0.34%	23
2016 Q1	$828K	Buy	30,404 +200	+0.7%	+$4.98K	0.36%	24
2015 Q4	$795K	Buy	30,204 +4	+0%	+$114	0.35%	24
2015 Q3	$833K	Buy	30,200 +4	+0%	+$117	0.38%	24
2015 Q2	$947K	Buy	30,196 +4	+0%	+$128	0.41%	23
2015 Q1	$939K	Buy	30,192 +1,740	+6%	+$52.5K	0.4%	23
2014 Q4	$785K	Buy	28,452 +292	+1%	+$7.95K	0.33%	24
2014 Q3	$709K	Buy	28,160 +160	+0.6%	+$3.93K	0.29%	24
2014 Q2	$651K	Buy	+28,000	New	+$596K	0.26%	24
2014 Q1	–	Sell	-28,000	Closed	-$561K	–	25
2013 Q4	$561K	Hold	28,000	–	–	0.23%	25
2013 Q3	$477K	Hold	28,000	–	–	0.19%	25
2013 Q2	$397K	Buy	+28,000	New	+$431K	0.15%	27

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Goldstein Munger & Associates's AAPL Position: Q2 2017 in Review

Goldstein Munger & Associates sold out of Apple (AAPL) in Q2 2017, closing a stake of 30,104 shares — an estimated $1.08M sold.

Goldstein Munger & Associates first reported a position in AAPL in Q2 2013 and held it in 15 quarters. The position peaked at $1.08M in Q1 2017. 2,524 funds tracked by Wall St. Rank hold AAPL as of Q2 2017.

Goldstein Munger & Associates reported no remaining Apple position as of Q2 2017 after selling out during the quarter.
Goldstein Munger & Associates sold 30,104 Apple shares in Q2 2017, an estimated $1.08M.
Goldstein Munger & Associates first reported a position in Apple in Q2 2013 and held it in 15 quarters.
Goldstein Munger & Associates's Apple position peaked at $1.08M in Q1 2017.
2,524 funds tracked by Wall St. Rank held Apple as of Q2 2017.

Based on Goldstein Munger & Associates's 13F filing for Q2 2017, filed 25 Jul 2017.