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Investors Trust’s Apple AAPL Stock Holding History

Investors Trust’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$974K Hold
32,128
– – 3.05% 10
2015
Q1 		$999K Hold
32,128
– – 3.07% 9
2014
Q4 		$887K Sell
32,128
-8,456
-21% -$230K 2.68% 13
2014
Q3 		$1.02M Sell
40,584
-50,164
-55% -$1.23M 1.89% 20
2014
Q2 		$2.11M Sell
90,748
-5,992
-6% -$128K 1.65% 25
2014
Q1 		$1.85M Hold
96,740
– – 1.55% 26
2013
Q4 		$1.79M Sell
96,740
-187,040
-66% -$3.53M 1.4% 26
2013
Q3 		$4.83M Sell
283,780
-32,032
-10% -$531K 0.84% 40
2013
Q2 		$4.47M Buy
+315,812
New +$4.86M 0.76% 43

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Investors Trust's AAPL Position: Q2 2015 in Review

Investors Trust held its Apple (AAPL) position steady in Q2 2015 at 32,128 shares worth $974K. The position accounts for 3.05% of the portfolio, ranked #10.

Investors Trust first reported a position in AAPL in Q2 2013 and has held it in 9 quarters since. The position peaked at $4.83M in Q3 2013. 2,334 funds tracked by Wall St. Rank hold AAPL as of Q2 2015.

  • Investors Trust held 32,128 shares of Apple worth $974K as of Q2 2015.
  • Investors Trust left its Apple share count unchanged in Q2 2015.
  • Apple made up 3.05% of Investors Trust's portfolio in Q2 2015, its #10 holding.
  • Investors Trust first reported a position in Apple in Q2 2013 and has held it in 9 quarters since.
  • Investors Trust's Apple position peaked at $4.83M in Q3 2013.
  • 2,334 funds tracked by Wall St. Rank held Apple as of Q2 2015.

Based on Investors Trust's 13F filing for Q2 2015, filed 14 Aug 2015.