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Haber Trilix Advisors’s Apple AAPL Stock Holding History

Haber Trilix Advisors’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
2013
Q2 		$1.5M Buy
+106,400
New +$1.64M 0.19% 68

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Haber Trilix Advisors's AAPL Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Apple (AAPL) in Q2 2013: 106,400 shares worth $1.5M. The stake represents 0.19% of the portfolio and ranks #68 among its holdings.

1,853 funds tracked by Wall St. Rank hold AAPL as of Q2 2013.

  • Haber Trilix Advisors held 106,400 shares of Apple worth $1.5M as of Q2 2013.
  • Apple was a new Haber Trilix Advisors position in Q2 2013.
  • Apple made up 0.19% of Haber Trilix Advisors's portfolio in Q2 2013, its #68 holding.
  • 1,853 funds tracked by Wall St. Rank held Apple as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.