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Intercontinental Wealth Advisors’s Aptiv APTV Stock Holding History

Intercontinental Wealth Advisors’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,146
Closed -$267K – 136
2017
Q4 		$267K Buy
3,146
+75
+2% +$7.14K 0.15% 110
2017
Q3 		$302K Buy
3,071
+481
+19% +$45.4K 0.18% 86
2017
Q2 		$227K Buy
+2,590
New +$216K 0.15% 103

Other funds holding APTV

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intercontinental Wealth Advisors's APTV Position: Q1 2018 in Review

Intercontinental Wealth Advisors sold out of Aptiv (APTV) in Q1 2018, closing a stake of 3,146 shares — an estimated $267K sold.

Intercontinental Wealth Advisors first reported a position in APTV in Q2 2017 and held it in 3 quarters. The position peaked at $302K in Q3 2017. 641 funds tracked by Wall St. Rank hold APTV as of Q1 2018.

  • Intercontinental Wealth Advisors reported no remaining Aptiv position as of Q1 2018 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 3,146 Aptiv shares in Q1 2018, an estimated $267K.
  • Intercontinental Wealth Advisors first reported a position in Aptiv in Q2 2017 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Aptiv position peaked at $302K in Q3 2017.
  • 641 funds tracked by Wall St. Rank held Aptiv as of Q1 2018.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2018, filed 2 May 2018.