Howe & Rusling’s Artisan Partners APAM Stock Holding History

Howe & Rusling’s Portfolio APAM Stock Details APAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-96	Closed	-$2K	–	795
2020 Q1	$2K	Sell	96 -5	-5%	-$150	﹤0.01%	614
2019 Q4	$3K	Hold	101	–	–	﹤0.01%	607
2019 Q3	$3K	Hold	101	–	–	﹤0.01%	612
2019 Q2	$3K	Sell	101 -2	-2%	-$53	﹤0.01%	584
2019 Q1	$3K	Sell	103 -9	-8%	-$220	﹤0.01%	592
2018 Q4	$2K	Buy	112 +31	+38%	+$827	﹤0.01%	648
2018 Q3	$3K	Hold	81	–	–	﹤0.01%	657
2018 Q2	$2K	Hold	81	–	–	﹤0.01%	654
2018 Q1	$3K	Sell	81 -11	-12%	-$397	﹤0.01%	675
2017 Q4	$4K	Hold	92	–	–	﹤0.01%	583
2017 Q3	$3K	Hold	92	–	–	﹤0.01%	647
2017 Q2	$3K	Hold	92	–	–	﹤0.01%	697
2017 Q1	$3K	Sell	92 -13	-12%	-$373	﹤0.01%	735
2016 Q4	$3K	Buy	+105	New	+$2.99K	﹤0.01%	764
2014 Q2	–	Sell	-494	Closed	-$32K	–	825
2014 Q1	$32K	Buy	+494	New	+$31.8K	0.01%	387
2013 Q4	–	Sell	-531	Closed	-$28K	–	803
2013 Q3	$28K	Sell	531 -59	-10%	-$3.03K	0.01%	423
2013 Q2	$29K	Buy	+590	New	+$26.5K	0.01%	425

Other funds holding APAM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return