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HighPoint Advisor Group’s Apple Hospitality REIT APLE Stock Holding History

HighPoint Advisor Group’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,245
Closed -$129K – 390
2020
Q2 		$129K Sell
13,245
-3,092
-19% -$29.4K 0.03% 330
2020
Q1 		$136K Buy
16,337
+33
+0.2% +$433 0.03% 313
2019
Q4 		$258K Sell
16,304
-3,474
-18% -$56.2K 0.05% 290
2019
Q3 		$323K Buy
19,778
+21
+0.1% +$332 0.07% 232
2019
Q2 		$304K Sell
19,757
-79
-0.4% -$1.28K 0.07% 242
2019
Q1 		$326K Buy
19,836
+13
+0.1% +$208 0.08% 223
2018
Q4 		$324K Sell
19,823
-24
-0.1% -$382 0.09% 206
2018
Q3 		$323K Buy
19,847
+612
+3% +$10.9K 0.09% 211
2018
Q2 		$340K Buy
19,235
+17
+0.1% +$311 0.09% 218
2018
Q1 		$361K Buy
19,218
+1,023
+6% +$18.7K 0.1% 208
2017
Q4 		$330K Buy
18,195
+7,766
+74% +$150K 0.09% 203
2017
Q3 		$197K Sell
10,429
-600
-5% -$11K 0.06% 268
2017
Q2 		$201K Hold
11,029
– – 0.06% 268
2017
Q1 		$201K Buy
+11,029
New +$217K 0.06% 268

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighPoint Advisor Group's APLE Position: Q3 2020 in Review

HighPoint Advisor Group sold out of Apple Hospitality REIT (APLE) in Q3 2020, closing a stake of 13,245 shares — an estimated $129K sold.

HighPoint Advisor Group first reported a position in APLE in Q1 2017 and held it in 14 quarters. The position peaked at $361K in Q1 2018. 239 funds tracked by Wall St. Rank hold APLE as of Q3 2020.

  • HighPoint Advisor Group reported no remaining Apple Hospitality REIT position as of Q3 2020 after selling out during the quarter.
  • HighPoint Advisor Group sold 13,245 Apple Hospitality REIT shares in Q3 2020, an estimated $129K.
  • HighPoint Advisor Group first reported a position in Apple Hospitality REIT in Q1 2017 and held it in 14 quarters.
  • HighPoint Advisor Group's Apple Hospitality REIT position peaked at $361K in Q1 2018.
  • 239 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2020.

Based on HighPoint Advisor Group's 13F filing for Q3 2020, filed 6 Nov 2020.