Howe & Rusling’s AppFolio APPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-35	Closed	-$1K	–	1001
2015 Q4	$1K	Hold	35	–	–	﹤0.01%	890
2015 Q3	$1K	Hold	35	–	–	﹤0.01%	892
2015 Q2	$0	Buy	+35	New	+$489	﹤0.01%	1050

Other funds holding APPF

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howe & Rusling's APPF Position: Q1 2016 in Review

Howe & Rusling sold out of AppFolio (APPF) in Q1 2016, closing a stake of 35 shares — an estimated $1K sold.

Howe & Rusling first reported a position in APPF in Q2 2015 and held it in 3 quarters. The position peaked at $1K in Q4 2015. 33 funds tracked by Wall St. Rank hold APPF as of Q1 2016.

Howe & Rusling reported no remaining AppFolio position as of Q1 2016 after selling out during the quarter.
Howe & Rusling sold 35 AppFolio shares in Q1 2016, an estimated $1K.
Howe & Rusling first reported a position in AppFolio in Q2 2015 and held it in 3 quarters.
Howe & Rusling's AppFolio position peaked at $1K in Q4 2015.
33 funds tracked by Wall St. Rank held AppFolio as of Q1 2016.

Based on Howe & Rusling's 13F filing for Q1 2016, filed 16 May 2016.