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GW & Wade’s Apollo Global Management APO Stock Holding History

GW & Wade’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-17,304
Closed -$521K – 218
2017
Q3 		$521K Hold
17,304
– – 0.06% 133
2017
Q2 		$458K Hold
17,304
– – 0.06% 145
2017
Q1 		$421K Buy
+17,304
New +$386K 0.06% 155
2016
Q4 		– Sell
-17,267
Closed -$310K – 228
2016
Q3 		$310K Hold
17,267
– – 0.06% 171
2016
Q2 		$262K Hold
17,267
– – 0.04% 194
2016
Q1 		$296K Buy
17,267
+777
+5% +$11.6K 0.06% 168
2015
Q4 		$250K Sell
16,490
-1,095
-6% -$18.7K 0.05% 175
2015
Q3 		$302K Buy
17,585
+2,690
+18% +$53.6K 0.07% 161
2015
Q2 		$330K Sell
14,895
-35
-0.2% -$769 0.07% 179
2015
Q1 		$322K Buy
+14,930
New +$348K 0.06% 183

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return