Institute for Wealth Management’s Apptio, Inc. Class A Common Stock APTI Stock Holding History

Institute for Wealth Management’s Portfolio APTI Stock Details APTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-13,600	Closed	-$516K	–	477
2018 Q4	$516K	Hold	13,600	–	–	0.21%	143
2018 Q3	$503K	Buy	13,600 +2,609	+24%	+$97.2K	0.17%	162
2018 Q2	$398K	Buy	+10,991	New	+$353K	0.13%	180

Institute for Wealth Management's APTI Position: Q1 2019 in Review

Institute for Wealth Management sold out of Apptio, Inc. Class A Common Stock (APTI) in Q1 2019, closing a stake of 13,600 shares — an estimated $516K sold.

Institute for Wealth Management first reported a position in APTI in Q2 2018 and held it in 3 quarters. The position peaked at $516K in Q4 2018. 0 funds tracked by Wall St. Rank hold APTI as of Q1 2019.

Institute for Wealth Management reported no remaining Apptio, Inc. Class A Common Stock position as of Q1 2019 after selling out during the quarter.
Institute for Wealth Management sold 13,600 Apptio, Inc. Class A Common Stock shares in Q1 2019, an estimated $516K.
Institute for Wealth Management first reported a position in Apptio, Inc. Class A Common Stock in Q2 2018 and held it in 3 quarters.
Institute for Wealth Management's Apptio, Inc. Class A Common Stock position peaked at $516K in Q4 2018.
0 funds tracked by Wall St. Rank held Apptio, Inc. Class A Common Stock as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.