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IMS Capital Management’s Apple Hospitality REIT APLE Stock Holding History

IMS Capital Management’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,500
Closed -$142K – 146
2017
Q3 		$142K Hold
7,500
– – 0.09% 139
2017
Q2 		$140K Buy
+7,500
New +$142K 0.13% 142
2017
Q1 		– Sell
-6,100
Closed -$122K – 129
2016
Q4 		$122K Buy
+6,100
New +$113K 0.13% 129

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IMS Capital Management's APLE Position: Q4 2017 in Review

IMS Capital Management sold out of Apple Hospitality REIT (APLE) in Q4 2017, closing a stake of 7,500 shares — an estimated $142K sold.

IMS Capital Management first reported a position in APLE in Q4 2016 and held it in 3 quarters. The position peaked at $142K in Q3 2017. 220 funds tracked by Wall St. Rank hold APLE as of Q4 2017.

  • IMS Capital Management reported no remaining Apple Hospitality REIT position as of Q4 2017 after selling out during the quarter.
  • IMS Capital Management sold 7,500 Apple Hospitality REIT shares in Q4 2017, an estimated $142K.
  • IMS Capital Management first reported a position in Apple Hospitality REIT in Q4 2016 and held it in 3 quarters.
  • IMS Capital Management's Apple Hospitality REIT position peaked at $142K in Q3 2017.
  • 220 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2017.

Based on IMS Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.