Howe & Rusling’s Apollo Global Management APO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-50	Closed	-$1K	–	823
2018 Q1	$1K	Hold	50	–	–	﹤0.01%	834
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	695
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	729
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	872
2017 Q1	$1K	Hold	50	–	–	﹤0.01%	909
2016 Q4	$1K	Hold	50	–	–	﹤0.01%	937
2016 Q3	$1K	Hold	50	–	–	﹤0.01%	939
2016 Q2	$1K	Hold	50	–	–	﹤0.01%	885
2016 Q1	$1K	Hold	50	–	–	﹤0.01%	922
2015 Q4	$1K	Hold	50	–	–	﹤0.01%	889
2015 Q3	$1K	Hold	50	–	–	﹤0.01%	891
2015 Q2	$1K	Hold	50	–	–	﹤0.01%	929
2015 Q1	$1K	Hold	50	–	–	﹤0.01%	833
2014 Q4	$1K	Buy	+50	New	+$1.15K	﹤0.01%	823

Other funds holding APO

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Howe & Rusling's APO Position: Q2 2018 in Review

Howe & Rusling sold out of Apollo Global Management (APO) in Q2 2018, closing a stake of 50 shares — an estimated $1K sold.

Howe & Rusling first reported a position in APO in Q4 2014 and held it in 14 quarters. The position peaked at $2K in Q4 2017. 213 funds tracked by Wall St. Rank hold APO as of Q2 2018.

Howe & Rusling reported no remaining Apollo Global Management position as of Q2 2018 after selling out during the quarter.
Howe & Rusling sold 50 Apollo Global Management shares in Q2 2018, an estimated $1K.
Howe & Rusling first reported a position in Apollo Global Management in Q4 2014 and held it in 14 quarters.
Howe & Rusling's Apollo Global Management position peaked at $2K in Q4 2017.
213 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.