IMS
ARI

Index Management Solutions’s Apollo Commercial Real Estate ARI Stock Holding History

Index Management Solutions’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-22,309
Closed -$350K – 810
2014
Q3 		$350K Buy
22,309
+809
+4% +$13.4K 0.04% 397
2014
Q2 		$355K Buy
21,500
+15,345
+249% +$256K 0.04% 366
2014
Q1 		$102K Buy
+6,155
New +$102K 0.02% 443

Other funds holding ARI

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Index Management Solutions's ARI Position: Q4 2014 in Review

Index Management Solutions sold out of Apollo Commercial Real Estate (ARI) in Q4 2014, closing a stake of 22,309 shares — an estimated $350K sold.

Index Management Solutions first reported a position in ARI in Q1 2014 and held it in 3 quarters. The position peaked at $355K in Q2 2014. 142 funds tracked by Wall St. Rank hold ARI as of Q4 2014.

  • Index Management Solutions reported no remaining Apollo Commercial Real Estate position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 22,309 Apollo Commercial Real Estate shares in Q4 2014, an estimated $350K.
  • Index Management Solutions first reported a position in Apollo Commercial Real Estate in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Apollo Commercial Real Estate position peaked at $355K in Q2 2014.
  • 142 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.