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 New York $24B AUM 39.59% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

GW & Wade's APO Position: Q4 2017 in Review

GW & Wade sold out of Apollo Global Management (APO) in Q4 2017, closing a stake of 17,304 shares — an estimated $521K sold.

GW & Wade first reported a position in APO in Q1 2015 and held it in 10 quarters. The position peaked at $521K in Q3 2017. 221 funds tracked by Wall St. Rank hold APO as of Q4 2017.

GW & Wade reported no remaining Apollo Global Management position as of Q4 2017 after selling out during the quarter.
GW & Wade sold 17,304 Apollo Global Management shares in Q4 2017, an estimated $521K.
GW & Wade first reported a position in Apollo Global Management in Q1 2015 and held it in 10 quarters.
GW & Wade's Apollo Global Management position peaked at $521K in Q3 2017.
221 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2017.

Based on GW & Wade's 13F filing for Q4 2017, filed 13 Feb 2018.