HFS
ARI

HL Financial Services’s Apollo Commercial Real Estate ARI Stock Holding History

HL Financial Services’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
2014
Q1 		– Sell
-24,910
Closed -$405K – 642
2013
Q4 		$405K Buy
+24,910
New +$404K 0.01% 437

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

HL Financial Services's ARI Position: Q1 2014 in Review

HL Financial Services sold out of Apollo Commercial Real Estate (ARI) in Q1 2014, closing a stake of 24,910 shares — an estimated $405K sold.

HL Financial Services first reported a position in ARI in Q4 2013 and held it in 1 quarter. The position peaked at $405K in Q4 2013. 129 funds tracked by Wall St. Rank hold ARI as of Q1 2014.

  • HL Financial Services reported no remaining Apollo Commercial Real Estate position as of Q1 2014 after selling out during the quarter.
  • HL Financial Services sold 24,910 Apollo Commercial Real Estate shares in Q1 2014, an estimated $405K.
  • HL Financial Services first reported a position in Apollo Commercial Real Estate in Q4 2013 and held it in 1 quarter.
  • HL Financial Services's Apollo Commercial Real Estate position peaked at $405K in Q4 2013.
  • 129 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2014.

Based on HL Financial Services's 13F filing for Q1 2014, filed 21 Apr 2014.