HIM
ARI

Hillsdale Investment Management’s Apollo Commercial Real Estate ARI Stock Holding History

Hillsdale Investment Management’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-20,300
Closed -$319K – 497
2015
Q3 		$319K Buy
20,300
+1,000
+5% +$16.6K 0.11% 190
2015
Q2 		$317K Sell
19,300
-5,400
-22% -$92.7K 0.1% 226
2015
Q1 		$424K Buy
+24,700
New +$416K 0.11% 155
2014
Q1 		– Sell
-10,650
Closed -$173K – 537
2013
Q4 		$173K Buy
+10,650
New +$173K 0.05% 326

Other funds holding ARI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hillsdale Investment Management's ARI Position: Q4 2015 in Review

Hillsdale Investment Management sold out of Apollo Commercial Real Estate (ARI) in Q4 2015, closing a stake of 20,300 shares — an estimated $319K sold.

Hillsdale Investment Management first reported a position in ARI in Q4 2013 and held it in 4 quarters. The position peaked at $424K in Q1 2015. 166 funds tracked by Wall St. Rank hold ARI as of Q4 2015.

  • Hillsdale Investment Management reported no remaining Apollo Commercial Real Estate position as of Q4 2015 after selling out during the quarter.
  • Hillsdale Investment Management sold 20,300 Apollo Commercial Real Estate shares in Q4 2015, an estimated $319K.
  • Hillsdale Investment Management first reported a position in Apollo Commercial Real Estate in Q4 2013 and held it in 4 quarters.
  • Hillsdale Investment Management's Apollo Commercial Real Estate position peaked at $424K in Q1 2015.
  • 166 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2015.

Based on Hillsdale Investment Management's 13F filing for Q4 2015, filed 4 Feb 2016.