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Institutional & Family Asset Management’s Artisan Partners APAM Stock Holding History

Institutional & Family Asset Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-194
Closed -$4K – 840
2018
Q4 		$4K Hold
194
– – ﹤0.01% 599
2018
Q3 		$6K Hold
194
– – ﹤0.01% 589
2018
Q2 		$6K Hold
194
– – ﹤0.01% 587
2018
Q1 		$6K Buy
+194
New +$7K ﹤0.01% 570

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Institutional & Family Asset Management's APAM Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of Artisan Partners (APAM) in Q1 2019, closing a stake of 194 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in APAM in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 213 funds tracked by Wall St. Rank hold APAM as of Q1 2019.

  • Institutional & Family Asset Management reported no remaining Artisan Partners position as of Q1 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 194 Artisan Partners shares in Q1 2019, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Artisan Partners in Q1 2018 and held it in 4 quarters.
  • Institutional & Family Asset Management's Artisan Partners position peaked at $6K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.