Holt-Smith Advisors’s Apple AAPL Stock Holding History

Holt-Smith 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	$1.49M	Buy	+105,168	New	+$1.62M	2.1%	6

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Holt-Smith Advisors's AAPL Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in Apple (AAPL) in Q2 2013: 105,168 shares worth $1.49M. The stake represents 2.1% of the portfolio and ranks #6 among its holdings.

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

Holt-Smith Advisors held 105,168 shares of Apple worth $1.49M as of Q2 2013.
Apple was a new Holt-Smith Advisors position in Q2 2013.
Apple made up 2.1% of Holt-Smith Advisors's portfolio in Q2 2013, its #6 holding.
1,853 funds tracked by Wall St. Rank held Apple as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.